Community financial institutions have a significant opportunity to make investing more accessible and user-friendly for their customers. Access Softek’s comprehensive Investment Suite equips banks and credit unions with a full range of tools to attract and retain customers while unlocking new revenue streams.
EasyVest® Automated Investing
EasyVest® Automated Investing is the first robo-advisor designed to seamlessly integrate with any online or mobile banking platform. It delivers the core services of a registered investment advisor through automation and algorithm-driven portfolio management. By lowering barriers to entry—with minimum deposits starting at just $200—it enables more customers to participate in investing directly within their digital banking experience.
EasyVest® YourChoice
EasyVest® YourChoice empowers customers to take control of their investments. Users can independently buy and sell stocks, fractional shares, mutual funds, and exchange-traded funds (ETFs) directly within online or mobile banking. The platform provides flexibility and convenience, allowing customers to manage their portfolios anytime, according to their individual preferences.
EasyCoin™ Crypto Solution
EasyCoin™ is an API-first solution that enhances digital banking platforms and integrates seamlessly into an omnichannel experience. It enables customers to buy, sell, and manage cryptocurrency without leaving their banking app. With access to up to 5,000 crypto assets—including Bitcoin and Ethereum—users benefit from real-time transactions and immediate availability of funds after selling their holdings.