Personal Finance Manager (PFM)
Contovista’s Personal Finance Manager (PFM) is the digital financial assistant that can be easily and seamlessly integrated into any digital banking solution. Thanks to artificial intelligence, transaction data is analysed and enriched. The PFM then provides your customers with useful insights and tips to help them better manage their finances.
Key features
- Transaction Categorization: Automatically categorizes transactions to help users understand where their money is going.
- Spending Analysis: Provides insights into spending patterns, identifying areas where users can save money.
- Intelligent Tax-Feature: Automatically identifies your customers’ deductible expenses
- Subscription Overview: Provides an overview of current subscriptions money spent on subscriptions
- Budgeting Tools: Enables users to set and track budgets, helping to manage finances effectively.
![](https://www.avaloq.com/_Resources/Persistent/7/a/5/8/7a58d08ae0e9a474ed221889f22887a35cf28455/avaloq-marketplace-contovista-PFM-image.png)
Key features
Key features
- Transaction Categorization: Automatically categorizes transactions to help users understand where their money is going.
- Spending Analysis: Provides insights into spending patterns, identifying areas where users can save money.
- Intelligent Tax-Feature: Automatically identifies your customers’ deductible expenses
- Subscription Overview: Provides an overview of current subscriptions money spent on subscriptions
- Budgeting Tools: Enables users to set and track budgets, helping to manage finances effectively.
Description
Preview
![](https://www.avaloq.com/_Resources/Persistent/7/a/5/8/7a58d08ae0e9a474ed221889f22887a35cf28455/avaloq-marketplace-contovista-PFM-image.png)