Branded Modern Cash Management
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.
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.
Intuitive web application designed for digital-first retail banking with advanced features with customizable options.
Full featured mobile banking for native IOS and Android customized to fit your user story and style guide.
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.
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
We maintain Bank level security to protect and secure personal data & information
We conduct system-wide, automatic monitoring to protect against unusual activity
We utilize multi-factor authentication controls across all our products to secure user account