Your Credit Union members know the value of a well-managed dollar—so why not help them handle their finances in an easy and convenient way? Through partnerships with Geezeo and MoneyDesktop, Sharetec offers Personal Financial Management (PFM)
, providing your Credit Union members with the online simplicity and tools they need to succeed.

PFM allows your members to develop budgets, set financial goals, and manage cash flow—while viewing all of their financial data on one screen. All of these features can be included in a white label (credit union branded) product, ensuring your members never need to connect with another financial institution. Such account aggregation enables member accounts from other institutions to be displayed, and records from more than 18,000 financial institutions to be gathered and leveraged—so you stay competitive.

With access to Sharetec’s PFM tools, your members will enjoy key advantages that few competitors can provide, and they will value the convenience of managing all of their financial relationships in a one-stop setting. What’s more, PFM will place your Credit Union in a position of empowerment for your members, as a true advocate for their financial well-being and success.