Personal Financial Management Software Solutions in India

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The Perfios Finance Manager (PFM) is industry’s leading personal finance manager application that helps your customers manage their finances in one place, providing the financial institution, like you, and your customer a 360-degree view in a single dashboard. The PFM allows you to give targeted financial advice and cross/upsell products, enabling your customers to meet their financial goals.

The plug-and-play, platform-based finance manager allows you to custom design your application while leveraging the power of the PFM engine using REST APIs for seamless integration.

Perfios supports accounts of all asset/liability classes covering savings/current accounts, credit cards, mutual fund, equity, life insurance, general insurance, provident fund, EPF, post office schemes, gold, silver, real estate, and many more.

Here’s why you should be using
Perfios Money Manager for your business

Increased customer satisfaction and stickiness

360-degree view of customer’s portfolio

Offers better advisory services

Leverage the insights to optimize new product/services offerings

Targeted cross-sell and up-sell opportunities

FEATURES

360 ° view covering all asset classes
Alerts and reminders
Personalized insight analytics
Document storage
Relevant recommendations
Credentials management
Provides cross-selling offers
More than 50 reports
Budget setting/tracking
Events calendar
Goal setting
e-Statement forward
Income tax computation
Notifications inbox
Portfolio tracking with a tracker
Corporate actions
Extensive reporting covering capital gains, net assets, portfolio movement, and more