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Money Manager for Businesses

Perfios provides financial data aggregation APIs which helps powering personal finance or money manager applications of large institutions or FinTech companies.

With support for more than 260 different kinds of auto updatable (sync) accounts and 1000+ types of e-statement upload, Perfios is the market leader in this space. These APIs spans across all kinds of Indian financial accounts. Be it Banks, Credit Cards, Mutual Fund, Equity, Life Insurance, General Insurance, Provident Fund, EPF, All kinds of Loan accounts etc. Perfios also supports asset classes like Post Office schemes, Gold, Silver, Real Estate etc.

There is no restriction on the duration of data that Perfios can fetch across such institutions. It would be since inception of each such account and not just last 3 or 6 months.

Perfios provides REST APIs for seamless integration for developers to integrate with their applications.

Functional Overview

your application n

Your custom PFM
Application-1

your application n

Your custom
Application-2

your application n

Your custom
Application-n

YOUR ENTERPRISE BUS

Pfmgate way

PFM GATEWAY
COMPONENT

PERFIOS PFM ENGINE

Potential Features List

360 degree
360 degree view covering all asset classes
extensive
Extensive reporting – Capital Gains, Net Assets, Portfolio Movement, Corporate Actions, Income Statement, P&L etc.
analylist
Analytics providing personalized insights
providing
Providing relevant recommendations and cross selling offers
budget
Budget setting/tracking
goal
Goal Setting
income-tax
Income Tax computation
portfolio tracking
Portfolio Tracking
portfolio tracker
Portfolio Tracker
alerts
Alerts and Reminders
document-storage
Document storage
credentials
Credentials Management
reports
More than 50 reports
evetns calendar
Events calendar
estatement forward
E-Statement Forward
notifications
Notifications Inbox
corporate actions
Corporate Actions

Here’s why you should be using Perfios aggregation API ?
increased
Increased customer satisfaction and stickiness
view
360 degree view of customers’ portfolio
ability
Ability to provide better advisory services
services
Leverage the insights provided to fine tune new product/services offerings
targeted
Targeted cross sell and up sell opportunities

SAFE & SECURE

SAFE & SECURE

Security Seals
Certified Seal
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Business Seals