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Custom1 best of financial guidance money management report medici

FINTECH · WEALTHTECH · PERSONAL FINANCE

Best of Financial Guidance and Money Management – Report by MEDICI

Personal Finance Management (PFM) has had a roller coaster ride ever since it went mainstream in the late 1990s. Although considered the opening step to financial guidance and advisory, PFM has often fallen short of consumer expectations and has had a turbulent evolution. With the earliest platforms like Quicken to Mint to the modern crop of solutions that emerged in the last decade or so, PFM has struggled to capture consumers' attention.

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