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Take Control with PFM Verify
Lenders today look at more than just your credit report!
A credit score is helpful, but it’s not enough. Lenders look at many other aspects of your finances too. PFM Verify breaks it down for you, so you’ll see your rating in each area that’s important to lenders.
PFM Verify does what credit reports don't. It can help you improve the management of your finances in order to achieve your personal goals, in the most effective way. PFM Verify gathers information regarding your income, expenses and gives you the necessary tools that will help you save money and make smart financial choices.
Over time, your financial wellness/health score shows your personal financial progress. Additional tools help you pay down debt, invest smarter and increase your net worth. Spending and budget tools help you painlessly track details, so you can make strides toward your best financial future.
What is a Personal Financial Manager (PFM)?
Our PFM provides an overall snapshot of your financial situation, as well as ongoing monitoring. By connecting your accounts, we can help you determine your liquidity ratio (expenses and liabilities), your saving ratio and provide impactful insights based on your financial behavior. You can now track your net worth, assets and liabilities, account balances, transactions, spending, budgets, and more.
Helped Me Get My Finances on Track.
With PFM Verify, getting organized is a snap. There’s no data entry… just link your accounts and you’ll have a fast overview of your personal finances and net worth on one clear, colorful dashboard. You’ll feel organized and in control!
Easy As 1, 2, 3... 4
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Our PFM score takes complex data about your life and distills it into an easy-to-understand financial strength score. We analyze your transactions to figure out your spending, saving, and borrowing habits.Verify your score today and find where you stand: vulnerable, building, stable or strong financial status! We'll even provide a Credit Score.
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Welcome to Online Banking the way it should be: Easy, Helpful and Secure.Our online banking tools will help you to better understand and manage your finances. You’ll be able to see all of your accounts in one place.
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Our PFM will help you keep a pulse on your finances by offering insights that will guide you to stay on track with your budget. Every time you login, you’ll see updated insights to help you put your needs first. Built like a social media feed, simply keep scrolling down to gain more insights.
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Budgets can help you set realistic monthly spending limits and avoid exceeding those limits. The Budgets tool draws your eye to the areas that need your attention the most. On the other hand, the Spending tool shows you where your money is going, by category, so you can better understand your spending habits and stay on track.
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*Scores and rankings shown above are examples only.