Wealth Management for Credit Unions: What it is & What it Could Be

Wealth Management for Credit Unions: What it is & What it Could Be

Who are a credit unions’ most valuable members? Typically, it is those who hold multiple accounts, including savings, loans and investment accounts, as those are the members who have a strong relationship with the credit union and value it as their primary financial institution. Members who invest in a credit union are particularly important because they are also the most loyal.

Corporate One FCU Offers Access Softek’s EasyVest Robo-Advisor

Corporate One FCU Offers Access Softek’s EasyVest Robo-Advisor

Berkeley, Calif., July 30, 2020Through a new partnership and exclusive corporate credit union agreement, Corporate One Federal Credit Union will offer Access Softek’s EasyVest, a robo-advisor investment solution that seamlessly integrates with any credit union’s online and mobile banking platform, to credit unions nationwide. 

Survey: 60% of Credit Union Members’ Children Choose to Bank at a Different Institution

Survey: 60% of Credit Union Members’ Children Choose to Bank at a Different Institution

Berkeley, Calif., June 16, 2020Access Softek, Inc., an online and mobile banking software provider, surveyed more than 500 credit union members over the age of 65 that have adult children in order to understand how credit union membership changes generationally and the role family plays in that change. 

DriveWealth, Access Softek Bring Stock Investing to CUs and Banks

DriveWealth, Access Softek Bring Stock Investing to CUs and Banks

Today we are announcing an exciting new partnership with DriveWealth, LLC, a U.S. based leader in global digital trading technology. Through the partnership, DriveWealth will integrate with our new investing app, EasyVest™, which will be distributed via banks and credit unions, and will provide trade execution, clearing, settlement and custody services for the transactions.

Access Softek launches EasyVest

Access Softek launches EasyVest

BERKELEY, Calif.--()--Access Softek, Inc., an online and mobile banking software provider, has launched its EasyVest tool, a robo-advisor that provides the services of a personal investment advisor via automation. EasyVest is the first robo-advisor designed to seamlessly integrate with any bank or credit union online and mobile banking platform. This automation brings community institutions a tool to tap into the $73 trillion investment market and provide wealth-building services traditionally dominated by investment firms, fintechs and national banks.