Show Top Navigation

Headquarters

2595 Preston Road
Suite #100
Frisco, Texas 75034
972-334-0700

New Location

690 W. Campbell Road
Suite #100
Richardson, TX 75080
972-685-2040

Personal Financial Management (PFM)-See All of Your Accounts in One Place!

Posted by TXRB Staff


With the new Texas Republic Bank Personal Financial Manager, online banking customers are empowered with a holistic view of their financial assets, liabilities and budgets. Texas Republic Bank account holders can now appreciate the free convenience of managing their financial relationships in a one-stop aggregated environment. Personal Financial Management automatically updates and categorizes your information, and  suggests ways to help you save. We can even send automatic alerts—like bill reminders—to your mobile phone or email. Set a budget and create a plan to reach your personal financial goals. You can track your progress online or stay up-to-date with monthly emails. Below are features included in PFM:
 
• Budgeting
• Account Aggregation
• Alerts
• Categorization Tagging
• Split Tagging
• Cash Flow
• Bill/Income Calendar
• Net Worth Calculator
• Goal Management & Tracking
• Expense Tracker
 

Posted August 14, 2012

(416 Views)