Access Softek’s comprehensive investment platform provides community financial institutions with a suite of investment solutions that seamlessly integrate into all online and mobile banking applications. With Access Softek’s investment platform, you can offer investment services that engage users and keep your institution as their Primary Financial Institution. Join our webinar to learn more about our solutions:
EasyVest® Automated Investing
EasyVest® Automated Investing is the first robo-advisor designed to seamlessly integrate with any bank and credit union online and mobile banking platform. It provides the basic services of a registered investment advisor via automation and algorithm-based investment advisory services. It makes investment services available to all digital banking members/customers. Investments can start with deposits minimum as low as $200.
EasyVest® YourChoice enables customers to trade stocks, fractional shares, and mutual and exchange-traded funds by themselves, directly online. Users can choose what they would like to invest in, and when they would like to buy, sell or trade the investments in their portfolio.
Join us to learn how easy investing can be!