PFM
WealthGuide Co.,Ltd. · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 8 captures on record
What the publisher says
As described on Microsoft Marketplace.
A comprehensive solution that integrates and analyzes individual customers' income, expenditures, assets, and liabilities in real time, projects lifetime net worth by incorporating all cash flow information, and provides financial planning to achieve personalized financial goals and optimal asset-liability management, with results delivered through an API
PFM API
Show the rest of the publisher’s description (11 more lines)
An API service that delivers real-time, foundational data by integrating and analyzing all financial assets and personal financial information.
Key Features
Comprehensive Asset Analysis: Provides a detailed view of an individual’s financial assets.
Cash Flow Forecasting and Management: Offers real-time insights for predicting and managing cash flow.
Asset Allocation Optimization: Helps optimize the distribution of financial assets across various categories.
Financial Goal Setting and Tracking: Enables users to set, monitor, and achieve their financial goals.
Use Cases
Comprehensive Asset Management Platforms: Supports platforms that consolidate and manage all financial assets.
Digital Wealth Management Services: Powers digital tools designed for personalized wealth management.
Integration with Robo-Advisors: Enhances automated investment services with robust data and insights.
Financial Planning and Consulting: Provides accurate, real-time data to support financial advisory services.
Preview
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Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Sources
Publisher resources
5 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
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