Analytics Aggregations Intelligence Tools Institution FinTech Developer Connect Authentication API Reference Income and Expense Widget Reference User Guide MegaMenu: Balance Estimator Product: ACAT Product: Aggregation Product: Authentication Product: Balance Est Product: Biz Dash Product: Connect Product: cue Product: Income Expense Product: PFM

Turnkey Personal Finance

Elegant PFM modules to deploy and embed in your digital experience

asset allocation

Empower Your Clients With PFM Tools

Create a cutting-edge, mobile-optimized user experience where clients can connect their accounts and track their personal finances through key modules focused on net worth, spending, budgeting, and more.

Built on our suite of APIs and industry-leading data connectivity, the PFM modules can be easily embedded into your application using the Quovo Connect framework.

net worth over time

PFM Delivered Your Way

Our PFM modules offer a groundbreaking degree of flexibility for platforms considering whether to build or buy key parts of an account aggregation-driven user portal.

Easily white-labeled, Quovo PFM gives our customers a full spectrum of options: build on our API, embed our modules, deploy a full Quovo dashboard — or even combine these approaches. Whatever works best for you!