Automated savings tools
Smart features to help users grow their savings effortlessly
Custom Cash Management Solution
Enhancing client satisfaction with branded, seamless cash management
Our private-labeled cash management solution helps RIAs, broker-dealers, and home offices offer branded savings and high-yield checking accounts. Seamlessly integrated and customisable, it includes bill pay, real-time balances, and automated savings tools.
With competitive rates and secure processing, it enhances client satisfaction and strengthens your brand with minimal complexity.
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Features
Branded banking, simplified
Branded accounts
Elevate your brand with fully customized banking solutions
High yield saving and checking
Maximize returns with competitive interest rates
Seamless integration
Connect effortlessly with your existing financial ecosystem
Real-time account management
Monitor balances, transactions, and spending instantly
Bill pay and transfers
Fast, secure payments and money movement across accounts
Regulatory compliance
Fully compliant with banking and financial industry standards
Customizable user experience
Personalize dashboards, alerts, and banking preferences
Scalability
Designed to support growth and evolving financial needs
