EASYVESTTM
Seamlessly Integrated Investing
Value Proposition
EasyVest is an automated, robo-advisor investment solution powered by Access Softek, Inc. that seamlessly integrates with a credit union’s online/mobile banking platforms, offers convenient access and easy entry into investing for members, and provides a simple way for credit unions to open a new revenue stream and better compete with national banks and fintechs.
Benefits
How does it work?
EasyVest directly integrates with credit unions’ online and mobile banking platforms and allows members to set up recurring payments, easily transfer funds between accounts, and view their investments accounts in the same menu as their checking and savings accounts.
Features
8700 Orion Place Columbus, OH 43240
866/MyCorp1 • 614/825-9200