Smart Money Insights PFM
Smart Money Insights PFM helps you know how to make the most of your money.
HOPE wants to give our members the tools they need to be successful. One great way we’ve done that is with our Smart Money Insights PFM (Personal Financial Manager).
HOPE would love to earn all your business, but we know that it is very common to have a number of accounts at different financial institutions. Smart Money gives you the power to manage all of your finances through an integrated online site. You can:
- Save time. See all of your accounts in one place (even those at more than 12,000 other financial institutions).
- Avoid fees. A cash-flow calendar helps you see your available funds so you can be prepared to pay bills on time.
- Easily create budgets. Your Smart Money Insights management tool can quickly create a budget that is uniquely yours and fits your lifestyle.
- Track spending. You are in control with Smart Money Insights. Receive account alerts by email or text when particular account balances change, transactions to a specific retailer occur, or when you are close to exceeding a budget category. There is no need to log in to home banking constantly to track activity; Smart Money Insights will keep you informed.
- Set and monitor goals. Visually track your progress, make reaching your financial goals quick and easy. With Smart Money Insights, you can create savings goals, like vacations or debt reduction.
- Build wealth. There is no need to keep manually updating a spreadsheet. The Smart Money Insights Net Worth tool does that for you and helps you quickly add all your assets and debts to show you an up-to-date estimate of your net worth.
Experience the HOPE Smart Money Insights PFM for yourself by exploring our customized demo site. You may enter any email (including a fake one) when prompted.
If you’re ready to start using it to build a brighter financial future, log in to the HOPE digital banking site and start setting your budget and goals today.