داستان آبیدیک

personal financial management


فارسی

1 عمومی:: مدیرت مالی شخصی

Financing Asset Payments Other Management FinTechs Credit and Alternative Crowdfunding Social Trading Payment Insurance Factoring Methods Donation-based Blockchain and Search Engines Robo-Advice and Comparison Crowdfunding Cryptocurrencies Sites Personal Technology, IT Reward-based Financial Other FinTechs and Crowdfunding Management Infrastructure (PFM) Crowdinvesting Investment and Other FinTechs Banking The personal financial management (PFM) subsegment includes FinTech compa-nies that offer private financial planning, in particular the administration and presen-tation of financial data using software or app-based services. PFMs enable clients to visualize the assets they have deposited with different financial institutions as well as loans borrowed from different lenders in one application. In order to integrate the accounts of different providers into a PFM system, PFMs interface with the portals of financial institutions, which are frequently open-access, using application programming inter-face (API) technology (Glushko et al. 1999; Dapp 2015; Nienaber 2016). In many PFM systems, however, manual entry of the account data is also required.

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