Budgeting and savings personal financial management tool.

Sandstone's Personal Financial Management tool complements a financial institution’s existing online banking system by providing wealth analysis and budgeting tools to a financial institution’s customers. The system uses information from the customer’s transaction history to automatically generate visual representations of spending behaviour and projected balances in an easily understood and intuitive manner.

Sandstone's Personal Financial Management tool forms part of a broader customer engagement strategy aimed at keeping customers on your website for longer, providing a positive experience for them and presenting cross-sell opportunities.