Getting started is easy.
We understand that starting to invest can be overwhelming for customers and members of all experience levels. That is why we designed the first robo-advisor tool that directly integrates with your online and mobile banking platforms.
With Access Softek as your investment platform provider, you will offer an easy to use, effective solution for account holders with all levels of investing experience.
EasyVest benefits you just as much as your account holders. The platform is free for your financial institution beyond initial setup and implementation. Plus, your users pay annual fees that are generally lower than those paid when a human advisor is involved.
You can name the product anything you like: EasyVest®, SimpleVest™, or something aligned with your financial institution's branding.
"What a tremendous opportunity this is for our members to begin investing. We see the addition of this innovative solution as a true competitive advantage.”
Compete with investment platforms from big banks.
Credit unions and community banks do well at cross-selling in general, but customers and members often choose to invest with a bigger firm. Providing an easy, automated investment service will inspire your account holders to grow their wealth with you.
The Rise of the Robo-Advisor.
Millennials are moving away from traditional investing in favor of automated solutions, leaving a multi-trillion-dollar opportunity up for grabs for financial institutions like yours. Financial institutions need to pay attention in order to take advantage of this massive market. Read our white paper, “The Rise of the Robo Advisor” to learn everything you need to know.
EasyVest® in the News
Learn why Access Softek is a leading investment platform provider.
EasyVest is the first robo-advisor designed to seamlessly integrate with any bank or credit union online and mobile banking platform. This automation brings community institutions a tool to tap into the $73 trillion investment market.
Through the partnership, DriveWealth will integrate with our new investing app, EasyVest®, which will be distributed via banks and credit unions, and will provide trade execution, clearing, settlement and custody services for the transactions.
Through this agreement, Corporate One, with a deep understanding of what credit unions need, provides an important seal of approval and will offer EasyVest to the nearly 800 credit unions in its network.
Access Softek CEO Chris Doner and Sno Falls Credit Union CEO Tim Williams joined CUbroadcast to share why Sno Falls chose to implement a robo-advisor into its wealth management program.