WaaS allows you to easily integrate cutting-edge investment technology to retain and attract young investors to your Credit Union or Community Bank.
Launch TodayYou will gain insights into your members' portfolio performance, transactions, support ratings, and real-time engagement insights and help drive financial literacy conversations.
Book DemoWith our easy-to-integrate SDK and APIs, you can get up and running in weeks. No dev team, we got you covered.
Book DemoIntelligent Robo Investing: Personalized Auto-pilot investing and trading for your members.
Generative Literacy & Mentorship: Curated investment education and mentorship. Your members 'learn while they earn'.
Safety and compliance: We've done the heavy lifting on encryption, cyber-security and financial regulations. We assume the risk.
Real-time support: We provide full concierge support time to keep users engaged and retain loyalty and AUM.