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2595 Preston Road
Suite #100
Frisco, Texas 75034

New Location

690 W. Campbell Road
Suite #100
Richardson, TX 75080

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