A comprehensive solution that integrates and analyzes individual customers' income, expenditures, assets, and liabilities in real time, projects lifetime net worth by incorporating all cash flow information, and provides financial planning to achieve personalized financial goals and optimal asset-liability management, with results delivered through an API

PFM API
An API service that delivers real-time, foundational data by integrating and analyzing all financial assets and personal financial information.

Key Features

Comprehensive Asset Analysis: Provides a detailed view of an individual’s financial assets.

Cash Flow Forecasting and Management: Offers real-time insights for predicting and managing cash flow.

Asset Allocation Optimization: Helps optimize the distribution of financial assets across various categories.

Financial Goal Setting and Tracking: Enables users to set, monitor, and achieve their financial goals.

Use Cases

Comprehensive Asset Management Platforms: Supports platforms that consolidate and manage all financial assets.

Digital Wealth Management Services: Powers digital tools designed for personalized wealth management.

Integration with Robo-Advisors: Enhances automated investment services with robust data and insights.

Financial Planning and Consulting: Provides accurate, real-time data to support financial advisory services.

PFM

by WealthGuide Co.,Ltd.