Getting started is easy.

Getting started is easy.

We understand that starting to invest can be overwhelming for 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. Members can easily access the tool and begin investing with whatever minimum amount you choose.

A win-win

A win-win for you and your members.

EasyVest is free for your credit union beyond initial setup and implementation. Plus, your members pay annual fees that are generally lower than those paid when a human advisor is involved.

Compete with big banks

Compete with big banks.

Credit unions and community banks do well at cross-selling in general, but members often choose to invest with a bigger firm. Providing an easy, automated investment service will inspire members to grow their wealth with you.

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