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There is a tremendous opportunity for community financial institutions to make investing easier and more accessible to clients. Access Softek’s comprehensive investment platform provides community financial institutions with a full suite of offerings to attract and retain clients and open new revenue streams. 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 EasyVest® YourChoice solution 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. EasyCoin™ Crypto Solution An API-first solution that enhances every banking system and is already part of our all-inclusive, omnichannel digital banking solution. It allows banking customers to invest in cryptocurrency without leaving their online or mobile banking platform. Access up to 5,000 crypto assets, including Bitoin and Ethereum. Users can expect to receive their funds immediately after selling their cryptocurrency shares with real-time payments.

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