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BillGuard enters Personal Finance Management with an update to its iPhone app

BillGuard enters Personal Finance Management with an update to its iPhone app

Gas, Electricity, Water, Sanitation, Telephone, Cell phone, Internet, TV…the number of bills that you have to keep track of and pay every month is never ending. Of course there are apps such as Pocketbook, Mint and Slice to help you manage your finances but security is usually a concern among consumers. BillGuard, a personal finance security company, announced that it is launching an update to its iPhone app that would also enable users to manage their finances whilst defending against fraudulent attacks on their debit/credit cards. This essentially kills two birds with one stone!

Insights

Strategic Analysis of US Personal Finance & Money Management Market: A New Report

Strategic Analysis of US Personal Finance & Money Management Market: A New Report

The need of managing finances became clear after the 2008 global crisis as most of the households faced financial difficulties. Keeping a budget and managing personal finances is often a time-consuming task and a struggle for many people. One of the most important factors of managing finances is financial planning which involve analyzing the financial position and setting long-term and short-term goals. But the process is still cumbersome for most of us. According to a study, one in two US consumers has said that they would like their bank or credit union to give them a single view of all their financial accounts in one place. In the past few years, personal finance apps have helped the consumers in tasks like paying bills and balancing & tracking of accounts. PFM and wealth management apps act as effective tools to track your data across multiple sources like banks accounts, payment cards; capture data beyond your cards and accounts and help establish your entire investment portfolio. With the advent of new PFM and wealth management apps, the personal financial management market is growing year-on-year.

Insights

Santander Group and Meniga Set to Deploy a Global Personal Finance Management Initiative

Santander Group and Meniga Set to Deploy a Global Personal Finance Management Initiative

The Santander Group has selected Meniga, the largest white-label PFM (Personal Finance Management) software provider in Europe, to deploy a global banking PFM initiative across all Santander Group markets. The Meniga platform will be used to develop customized data solutions for Santander to offer its customers. Santander is already the largest bank in the euro zone by market value and the data enriched platform is designed to be flexible which will further support the demands of a global digital economy. By empowering customers with advanced digital banking tools, users can make informed financial decisions.

Insights

Value Chain for Personal Finance Management Service Companies

Value Chain for Personal Finance Management Service Companies (Value Chain)

The value chain provides a brief overview of multiple startups providing service in various categories within Personal Finance Management segment. 

Proprietary Research

US Personal Finance & Money Management Market Strategic Analysis and Trends

US Personal Finance & Money Management Market Strategic Analysis and Trends (Research Report)

The personal finance and money management market provides an overview of the recent trends in the US market. It talks about the disruptions happening in the financial services across major segments, including banking, investment management, and insurance. It profiles 21 PFM companies such as Moven, Simple, Mint, LearnVest, Level Money, digit, Betterment and SigFig, spanning five key areas in terms of functionality and services based on an analysis of consumer trends and preferences on areas US consumers most value and seek in their financial lives. The 5 areas are

Proprietary Research

5 Personal Finance Apps to Control your Holiday Spending

5 Personal Finance Apps to Control your Holiday Spending

Keeping a budget and managing personal finances can be a time-consuming task and often a struggle for many people. But thanks to personal finance apps, tasks like paying bills, balancing accounts can be as simple as texting someone. Such apps help you break down your spending habits into categories and alert you when your expenditures cross certain thresholds. Dubbed as PFM apps, these effective tools track your data across multiple sources like banks accounts, payment cards, etc. These apps are capable of giving user’s a snapshot of their financial standing using graphs, charts, and other easy to understand formats.

Insights

Top 10 Wealth Management and Personal Investing Apps in the US

Top 10 Wealth Management and Personal Investing Apps in the US

I have been observing the two popular categories given below.

Insights

Envestnet | Yodlee Partners With QSuper to Deliver Award Winning Personal Finance Solutions to Members

Envestnet | Yodlee Partners With QSuper to Deliver Award Winning Personal Finance Solutions to Members

REDWOOD CITY (Press Release) — Envestnet | Yodlee (NYSE:ENV), a leading technology and applications platform powering dynamic, cloud-based innovation for digital financial services, announced that it has partnered with QSuper, a leading Australian Superannuation Fund, to deliver an award winning personal finance solution. By using the Envestnet | Yodlee Personal Finance Application, QSuper is providing members with account aggregation and personal finance management tools to better manage their money and ensure better retirement outcomes.

Insights

US Personal Finance Market : A Six-Page Quick Summary

US Personal Finance Market : A Six-Page Quick Summary (Open Access Content)

US consumers have used personal financial management Tools (PFM) for some time to track income, expenses and investments. Adoption of PFM tools has not been high even when US banks offer these tools online. Digital and mobile capabilities offered by newer market players to track spending, income and the like could potentially offer US consumers tools that would increase adoption of PFM tools. The report has talks about 13 startups in PFM market in US and evaluates these startups based on three key services offered by these companies: - Income and Spending Analysis including Cash Flow - Budget & Goal Setting - Financial Account Aggregation

Proprietary Research

AFAS Personal

AFAS Personal

AFAS Personal provides an online tool that instantly provides it's users with smarter personal financial knowledge and gives a better understanding of their personal financial situation. Users see exactly where money is being spend and how much money can be saved.

FinTech Startups

Personal Blackbox

Personal Blackbox

Personal BlackBox Company™, PBC (“PBB”) is a better data relationship company that provides products and services to build transparent, productive and private data relationships between companies and consumers.

FinTech Startups

Stripe Partners with Intuit to Bring Better Finance Management Services for On-Demand Workers

Stripe Partners with Intuit to Bring Better Finance Management Services for On-Demand Workers

Stripe and Intuit have formed a strategic partnership where Intuit is offering a new integration for marketplaces and Stripe will provide payment processing for the same capability. The objective is to leverage Intuit’s new “QuickBooks Online Self-Employed” software product to automate tax reporting for on-demand workers which includes freelance drivers, delivery personnel, independent contractors, etc. 43% of the US workforce will eventually operate as self-employed businesses by 2020, according to research conducted by Intuit and Emergent Research.

Insights

Personal Capital

Personal Capital

Personal Capital is a next generation financial advisor. The company melds technology with professional advisors to help households with complex financial lives manage their wealth. Personal Capital’s free apps are available for iPhone, iPad and Android.

FinTech Startups

Personal-Loans.co.in

Personal-Loans.co.in

Personal-Loans.co.in helps customers compare, learn and apply for a personal loan. To ensure a quick and easy application process we have tied up with the most suitable Financial Institutions disbursing Loans in India.

FinTech Startups

Personal Data Project

Personal Data Project

Supported by the Keith Institute, The Personal Data Project is the first free effort to provide all individuals with a copy of their own personal data in one secure place. The project will support the development of the platform NTGR8, which will be a free secure place that users own, not any corporate interests.

FinTech Startups

Element42 Management Solutions

Element42 Management Solutions

Element42 Management Solutions Pvt. Ltd is a technology product company in the security and authentication field it helps employs in banking and electronic passports to secure sensitive assets.

FinTech Startups

Altamount Capital Management

Altamount Capital Management

Altamount Capital Management offering Multi Family Office services, comparable to international standards, combined with Corporate Advisory and unique investment opportunities across all asset classes to its network of ultra wealthy families. The range of services include legacy planning, philanthropy consulting, family corporate governance, private Investment opportunities for direct private investments, direct real estate, cross border opportunities and financing.

FinTech Startups

Fusion Risk Management

Fusion Risk Management

Fusion Risk Management provides cloud-based business continuity risk management software and consulting services for enterprises to manage and mitigate risks. It supports business continuity, disaster recovery and crisis/incident response in order to meet governance, risk management, and compliance needs. It also provides advisory consulting for IT governance, business continuity, information protection, audit preparation, pandemic planning and crisis management.Fusion was also awarded Continuity and Resilience provider of the year 2016 by Business Continuity Institute.

FinTech Startups

Automated Investment Management

Automated Investment Management

Automated Investment Management provides mobile-based automated wealth management platform that helps retail users manage their wealth.

FinTech Startups

Ritholtz Wealth Management

Ritholtz Wealth Management

Ritholtz Wealth Management is an online advisory platform to provide portfolio services such as financial planning, weath management and asset advices to the clients.

FinTech Startups

UE MANAGEMENT LIMITED

UE MANAGEMENT LIMITED

UE develops automated cryptocurrency arbitrage platform that optimizes the robot system and trading strategies for better performance, and constructively expands markets to more cryptocurrencies, such as Litecoin and Ethereum.

FinTech Startups

Personal Loan Malaysia

Personal Loan Malaysia

Personal Loan Malaysia is a loan aggregator portal used for the comparison of financial products such as personal loans, home loans and credit cards. The platform also provides information such as news, promotion and personal loan tips to its users.

FinTech Startups

Ananya Finance

Ananya Finance

Ananya Finance is an institutional lender to microfinance institutions. It lends to microfinance institutions which provide loans to low income communities. It also supports organisations that work on livelihood creation activities.

FinTech Startups

Future Finance

Future Finance

Future Finance offers student loans to undergraduate and postgraduate students in the UK within a range of £2,500 to £40,000 per academic year. It offers education loans to cover their living expenses and tution fees. It claims to look at factors like the course and university the student is attending and future career and income potential in order to arrive at credit decision. Future Finance works closely with universities to provide responsible financial support for their students.

FinTech Startups

Go Finance

Go Finance

GO Finance is a meso-finance company that provides financing to distributors involved in the value chains of multinational corporations that manufacture Fast Moving Consumer Goods.

FinTech Startups

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