Beyond Budgeting: The New Generation of Personal Finance Tools
2014/10/27
Beyond Budgeting: The New Generation of Personal Finance Tools is the second of a series of reports focusing on the delivery of online financial advice. This study focuses on the North American market and examines a range of firms. Celent’s research on the PFM space includes, but is not limited to, the following vendors:
- BillGuard
- Finovera
- Geezeo
- HelloWallet
- Level Money
- Mint
- MX (formerly MoneyDesktop)
- Moneytree
- Prism (formerly Mobilligy)
- Yodlee