Branded Modern Cash Management

Solution-as-a-Service

Designed from the ground up for Independent Registered Investment Advisors and Broker/Dealers to deliver a modern cash management solution with digital banking which features mobile and online banking, online account opening, online loan applications, statements – fully customizable and private labeled.

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Key Features

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Checking and high-yield savings
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Account holder customer service
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Business and personal accounts
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FDIC Insured
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Chat / messaging to enable communication
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External account verification
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Multi-Bank Sweep
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ATM; fee and no-fee options
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Online BillPay; electronic and physical check
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Service in support of RIA and Broker Dealer home office
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Dispute resolution / fraud analysis
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Money movement, ACH, Wires, ATM access
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Debit card solutions
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Mobile check deposit
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Cash Management as-a-Service

We offer fully customized Cash Management as-a-Service with support needed to launch a full featured digital banking offering.

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Online Banking

Intuitive web application designed for digital-first retail banking with advanced features with customizable options.

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Mobile Banking

Full featured mobile banking for native IOS and Android customized to fit your user story and style guide.

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Simplified Digital Onboarding

Simplified end-to-end digital onboarding journey. Our platform allows for easy and secure onboarding customer journey experiences for both mobile and wed channels.

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Enhanced Security

Security is the highest priority for us. We developed our solution by applying key security measures and made sure that it is SOC (Service Organization Control) 2 Type 2 compliant

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256-bit encryption

We maintain Bank level security to protect and secure personal data & information

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24/7 monitoring

We conduct system-wide, automatic monitoring to protect against unusual activity

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Multi-factor authentication

We utilize multi-factor authentication controls across all our products to secure user account