Tagged: pfm

Goldman Sachs, Creative Planning Announce Agreement to Acquire Goldman Sachs Personal Financial Management Business

The Goldman Sachs Group, Inc. (NYSE: GS) announced the sale of its Personal Financial Management (PFM) unit to Creative Planning. Creative is a Registered Investment Advisor (RIA) and one of the largest in the country, “with more than 2,100 employees across its affiliates and $245… Read More

Global Mobility Solutions Provider Comviva Introduces mobiquity Pay X, a Digital Wallet and Payments Platform

Comviva, the international leader in mobility solutions, reveals that it has launched mobiquity Pay X, which is described as a next-gen digital wallet and payments platform. mobiquity Pay serves as a digital financial services solution, supporting more than 70 digital wallets and payment services for… Read More

Australia’s Open Banking Fintech Frollo Introduces Real-Time Balance Checks with Siri for Budgeting App

Australia-based Frollo, the “purpose-driven” Fintech firm that offers financial management and Open Banking services, has introduced a new feature for its budgeting app that allows customers to check their real time balance with Siri and the firm’s Open Banking connections. Some common use-cases for voice… Read More

Fintech and Bank UX Report Released by Axxiome Business Unit ADiLA Research Studio

ADiLA Research Studio, the new business division of Axxiome (a global solutions provider for the financial services sector focusing on advisory in banking, complexity reduction and analytics), has published a second study on UX (user experience) when working with Fintech solution providers and with banks… Read More

New York Fintech Quovo Debuts New Personal Finance Management Modules

Quovo, a fintech company that leverages data to provide insights alongside connectivity for financial accounts, announced on Wednesday it has launched Personal Finance Management (PFM) modules for financial institutions and enterprises. The modules notably allow end-users to measure their net worth over time, view a personal… Read More

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