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PFM

Deploy turnkey personal finance modules for an engaging digital experience

pfm asset allocation module on ipad

Accelerate Your Fintech App

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

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

This product is available via:

UI Widget

The Quovo Advantage

THE MUST-HAVE MODULES

Benefit from our experience across hundreds of apps to get the key feature set of a modern, personalized fintech experience.

DRIVE ADOPTION

Create an experience that keeps clients active and engaged, incentivizing them to connect more held-away accounts to your platform.

WHITE LABELED

Our PFM modules can easily be customized to deliver a look and feel that suits your wider brand.

Interested in delivering an engaging digital experience?