Financial advisory firm PFM is leveraging its modeling system Synario and partnering with DebtBook, a treasury market ...
PFM was the top underwriter for Q1-Q3, advising nearly $70 billion in par. Municipal Capital Markets Group and CSG Advisors were new entrants to the top 10, kicking ...
Sick of spreadsheets? Here’s everything you need to know about personal financial management (PFM)
Personal financial management (PFM) uses technology to help consumers navigate their everyday finances, including budgeting, tracking expenses and investing for retirement. Many banks already offer ...
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