Financial Technologies & Management

Financial Technologies & Management Is a full service software technology and financial management CPA firm. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Financial Technologies & Management is based in Indiana, Pennsylvania and around since 2000. More on ftmllc.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with Financial Technologies & Management, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.