WaaS allows you to easily integrate cutting-edge investment technology to retain and attract young investors to your Credit Union or Community Bank.
Launch TodayWith 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.
You will gain insights into your members' portfolio performance, transactions, support ratings, and real-time engagement insights and help drive financial literacy conversations.
Book Demo