PFM- Personal Finance Management
At Finescopic, we are dedicated to empowering individuals to take control of their personal finances through a suite of tech-led solutions and tools. Our PFM tools include robust budgeting and expense-tracking tools that allow individuals to monitor their income, expenses, and savings effortlessly. Our built-in app categorises transactions automatically, providing detailed insights into your spending habits and helping create and maintain budgets. It further avails investment management capabilities with access to diversified portfolios, robo-advisory services, personalised investment strategies based on your goals and risk tolerance, debt management and credit monitoring, fund transfer, and bill payment automation.
Let’s Dive into FinTech Innovations Enhancing Personal Financial Management
Personalised financial management products
An innovative take on FinTech solutions is analysing spending patterns with technology integration to make personalised financial management products involving,- Custom budgeting tools
- Credit monitoring and management
- Investment Recommendation
- Automated investment platforms with Robo advisors
- Mobile-first designs with intuitive interfaces
- Bill-payment services and open banking
What Proactive management with innovative PFM features offer to consumers
- Expense Manager tools capitalise on their substantial data processing and operational capabilities to deploy algorithmic models and artificial intelligence software and analyse financial activity performance, aiding in personalised banking advice and recommendations.
- Budgeting and Cash Flow Management, integrating budgeting tools such as Robo advisors that help in tracking, managing and allocating surplus funds according to saving goals
- We provide comprehensive Financial Aggregation and Dashboard Integration, in which platforms aggregate financial data from various sources into intuitive dashboards, giving users a broad overview of their financial health in real time.
Our Testimonials
Our Customer Love What We Do
“Thanks to Finescopic, our business is now equipped with tools and strategies that have not only streamlined our financial operations but have also improved our overall performance. Their fintech solutions have truly made a difference with a tailored approach just as we wanted. We are grateful for their partnership and look forward to many more successful collaborations in future. ”
Sneha Gaba
Futurefinance group
“We've had the wonderful experience of working with Finescopic for quite some time now, and we can't express enough the positive impact they've had on our platform. Their digital payment and custom fintech solutions are cut above the rest. We would definitely recommend trying out their services if you want to get tech-enabled financial facilities for your platform. ”
Krishna Sharma
Moneymasters ltd
“The level of efficiency and transparency we experienced with Finescopic’s team while getting isurTech solutions for our platform is unmatchable and turned out to be a game changer for our company. The team helped us in integrating significant features and capabilities to streamline our processes, enhance our risk assessment capabilities, and provide more value to our policyholders. Our experience was delightful. Highly recommended!”