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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

safe and secure

Perfios is Information Security Management Certified (ISO 27001) Perfios is Security Certified for Applications (Plynt) Security Seals Certified Seal Privacy Seals Business Seals