MoneyDesktop Wins
Best of Show
Finovate Spring 2012

MoneyDesktop is honored to be awarded "Best of Show" at FinovateSpring 2012; the largest in Finovate history.

"Not only will this be a game-changer for financial institutions and merchants, but it is a product that will truly impact the lives of millions of consumers for the better."
- Ryan Caldwell, CEO of MoneyDesktop

The Ultimate PFM for Financial Instituions

Personal Financial Management Software that not only helps your users, but doesn't break the bank ;)

Not only is it a low cost solution for the best product, we even offer a free version for those who want the best tools but may not be quite ready to jump in with both feet.

The water is great, we know you will love it, so feel free to dip in a toe for now with our free version.

Become the "Hub"

With MoneyDesktop your online banking becomes a "hub" for a user's financial life. Now your users will come to you to check their account balances at other institutions.

• Aggregate Thousands of US Institutions
• Give Users a Complete Financial Picture
• Promote Your Brand & Services
• Increase Referral Based Growth

Over 190 (& counting) Have Chosen

Over 190 leading financial institiuons in the US have picked MoneyDesktop to be their PFM provider.

• Free & Tiered Pricing
• Proven Industry Experience
• Personalized Experience & Branding

Constant Innovation

With deep roots in technology MoneyDesktop innovates where others wait.

• Aggressive Development Roadmap
• Unflinching Quality Standards
• Millitary Grade Security
• Evolving Products & Platforms

A True Partnership

We work hand-in-hand with our technology partners to provide the best possible experience for their clients.

• Personal Development & Client Support
• Customized Integration Solutions
• Utilize Technologies You Already Have
• Integrate in Weeks not Months

Ahead of the Curve

Think strategically & be among the elite OLB & Cores that offer integrated MoneyDesktop products.

• Offer the Industry Leading PFM
• FREE PFM Option for Any Financial Institution
• Increase Profits with Revenue Share

Have a Voice

We are on a mission to change the way people view their finances. We are passionate about helping the average person better understand & control their money. Join Us.

• See Why We Do What We Do
• Advisory Pannel of Industry Professionals
• User-Centric Features & Development

All Your Accounts Together

See all your balances and transactions together on the web or your phone. MoneyDesktop PFM automatically pulls all of your financial information into one place, so you can finally get the entire picture.

• Military Grade Data Transfer and Security
• Support for Thousands of US Institutions
• Easy to Setup and Use

Track Spending

See where your money is really going. MoneyDesktop PFM automatically tracks & categorizes your spending so you can see how your spending habits affect your finances. Create budgets to closely monitor spending in important areas.

• Clear & Precise Charts
• Track Your Budget With MD Mobile.
• Informative Alerts & Reminders

Manage Debt

MoneyDesktop PFM creates a unique debt plan for each of our users based on their real finances. We can find ways to make each dollar count, and show users how a penny saved today can turn into dollars earned in the future.

• Timely Payment Reminders
• Make Realistic Projections
• Track Your Progress & Success

Mobile Money Management

Our free iPhone app lets you track your accounts & budgets right from your iPhone. Make informed financial decisions on-the-go.

• Secure Device Authentication & Lock
• Clear & Actionable Information
• GuideMe Integration

Sit Back & Relax

The "GuideMe" App is like a financial GPS or personal financial coach. Here you can sit back and relax while the guide walks you step by step through the easiest path to financial Zen.

• Simple Financial Advice & Direction
• Follows Tried & True Methods
• MD Mobile Integration