PFM = PFI

Convenient, Engaging, & Complete Money Management

Are you the Primary Financial Institution?

Are you the Primary Financial Institution?

Online Banking, Enhanced

Your account holder’s financial world is diverse and complex – consisting of various financial products and accounts - with multiple financial institutions. In fact, 75% of account holders have relationships with four or more financial institutions - and 65% have relationships with five or more.


YOU ARE NOT THE ONLY ONE BIDDING FOR YOUR ACCOUNT HOLDER'S LOYALTY


In the past – services like Bill Pay have strengthened ties between Financial Institutions and account holders. As a result – there was a consolidation in loyalty. Financial Institutions that were slow to act missed out – and lost account holders to those Financial Institutions that adopted Bill Pay early.

Today – PFM has created a very similar scenario – but on a much grander scale, and with much more at stake. Account holders will seek out and find the convenient, engaging, and complete money management experience they are looking for. The question is – will it be with you – or someone else?


Easy Integration

With MoneyDesktop - integration is a snap! You can be up and running in as little as 30 days. Once integrated with your Online Banking Provider (we have already integrated with 27) it takes just 2 lines of code to have MoneyDesktop fully functional within your Online Banking Site. That's it! Just 2 lines of code for one of the biggest upgrades you will ever give your account holders.

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Marketing Support

At MoneyDesktop - we believe an amazing product deserves amazing support. That's why we never leave you hang'n. From product training to customized marketing campaigns - MD has got your back.


See What We Offer

"Clutter is a failure of design, not an attribute of information."

- Edward Tufte

MoneyDesktop is designed to put an account holder's data on center stage, molding it into a cohesive, intelligible and interactive visualization. This is how people want to engage with their finances.

PFM Feature Tour

Here are a few of the highlights, for a full tour request a demo.


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Account Aggregation

MoneyDesktop gathers basic financial information from all of your financial accounts and organizes it into one place. Checking, Savings, Credit Cards, Mortgage, Auto, Investments, Retirement, and more . . . within minutes of a simple one-time set up, you will be able to visualize and interact with all your financial data - all in one convenient place.


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Bubble Budgets ®

MoneyDesktop allows you to create relative budgets based off your actual spending history, income, debts, and expenses. Visualize and interact with your budgets in new and meaningful ways using MoneyDesktop's Bubble Budgets.

Since not all budgets are created equal, using circles or bubbles to represent budgets allows you to quickly identify budgets that need the most attention.

    At a glance, you will be able to determine a budget's:

  • State (color)
  • Relative Value (size)
  • Spending Progress (meter)
  • Relationship to other budgets

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Expense Tracking

MoneyDesktop automatically categorizes and tracks spending from your various financial accounts, allowing you to get powerful insights on where, when, and how you spend. No more cumbersome spreadsheets and book keeping - MoneyDesktop learns your spending behaviors and does the work for you.


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Spending Over Time

See your spending by category, graphed out over time.


What + When = How

  • See what you are spending your money on
  • See when you are spending it
  • See how you spend by identifying trends


Plus... compare your historical spending with your income and drill down to sub-categories to get down to the details.



GuideMe ®

So many financial goals - Some BIG - some small... and they just keep on appearing. It's hard to keep up - let alone keep track... where do you even start? Without a path to walk down, your financial goals can quickly become fading aspirations, or worse yet, forgotten dreams.

That's why MoneyDesktop re-imagined goals, and created a better way to visualize, interact with and actually achieve them.

Another innovative solution to offer your account holders, from the company that is changing the way people feel about financial management.


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Debt Management

MoneyDesktop has been designed to give you step-by-step instructions on how to get your debt under control. See all of your debts, along with corresponding balances and interest rates, in a simple view that gives you a clear picture of your financial situation.


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Net Worth

Get a contextually accurate data visualization of your assets vs. liabilities. Quickly determine if you are moving in the right direction - and to what degree. Even the smallest changes are easy to see and place in context.


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Transactions

Get down to the details! See all your transactions from your various financial accounts - in one place! Along with giving you the BIG picture, MoneyDesktop allows you to drill down into your finances and take meaningful actions:

  • Search Transactions
  • Mark transactions as Business B or Personal P
  • Split transactions
  • Flag transactions
  • and more . . .