Personal Finance Manager

Published: October 4, 2019 6:33 pm
Last updated: December 27th, 2022 12:43 pm

Now you can get a complete picture of your finances by bringing the information from all your accounts into our easy-to-use Personal Finance Manager. Our powerful software allows you to collect your account data from other financial institutions, credit cards, investment accounts, mortgage and insurance accounts into one place.

Learn more about how the Personal Finance Manager tools can help you in the video below.

Interactive Video Player