First Tech Federal Credit Union Selects Access Softek’s EasyVest® to Provide Digital-First, Automated Investment Solutions to 650,000 Members

-Access Softek’s EasyVest provides financial institutions with fully integrated automated investments, offering an easy to use, effective solution for account holders with all levels of investing experience-

Berkeley, Calif., December 23, 2022 – Access Softek, an omnichannel digital banking provider, has partnered with First Technology Federal Credit Union (First Tech), a full-service credit union that serves affiliated technology companies and their employees, to offer EasyVest, a robo-advisor designed to seamlessly integrate with any financial institution’s online and mobile banking platform.

Access Softek Launches EasyVest® YourChoice to Provide Community Financial Institutions with an Advanced Digital Investment Solution

BERKELEY, Calif. - Access Softek, an omnichannel digital banking provider, has launched EasyVest YourChoice, an integrated investment solution that gives users the ability to trade stocks, fractional shares, and mutual and exchange-traded funds from within a digital banking platform.

Access Softek at 2022 CUNA Speed Rounds

- Five-minute demonstrations show credit unions innovative technology solutions -

Access Softek recently participated in Speed Rounds at CUNA 2022. Below is an excerpt from the CUNA news site.

CU 2.0: Why You Need a Robo-Advisor

Did you know that machines can sometimes pick stocks better than a human? It's time for your credit union to augment your investment services by using the new robo-advisor service from Access Softek, a 36 year-old Berkeley, CA-based fintech that offers omnichannel banking to hundreds of FIs.

In this podcast, Access Softek founder and CEO Chris Doner discusses how to use robo-advisors alongside self-directed brokerage tools in your credit union's investment toolkit. Learn how easy it can be to provide a suite of investment options that cover all your members, from those who want to have their investments completely automated, to those who want total control over their investments.

Access Softek Finalist for the 2022 Finovate Awards

We are proud to announce that Access Softek is a finalist for the 2022 Finovate Awards! We've been invited to New York City on September 13th to meet other finalists to share our excitement and gratitude. 

This isn't our first time being nominated for such a prestigious award: we were finalists in 2020 for our EasyVest^® investment solution. With EasyVest^®, you can offer investment management for your members that is seamlessly integrated with your digital banking platform. Be on the lookout for our next blog post where we talk more about this exciting product!

Banking: Season of Possibilities (The Bankadelic Endless Summer Special)

It's going to be a hot season of opportunities with the latest trends in the fintech world, so check out the Bankadelic podcast, packed with experts discussing payments, industry changes, and requests. Tune in for a panoramic view of what's happening in the digital banking industry.

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVest™

Berkeley, Calif., August 10, 2021 – Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union ($181 million in assets), has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. 

Robo-Advisors: A Key to Keeping the Community Bank Alive and Thriving

Approximately $30-to-$40 trillion in assets are expected to transfer from the Baby Boomer generation to their children and grandchildren in the next two decades. This wealth transfer has the potential to fundamentally change the way community banks conduct business and serve their customers. What is happening?

Mountain America Credit Union Selects Access Softek Robo-Advisor, EasyVest TM - Robo-Advisor Now Available to Over 2 Million Combined End-Users

Berkeley, Calif., April 13, 2021 – Access Softek, Inc., an omnichannel digital banking provider, announced that Mountain America Credit Union (MACU), $12 billion in assets, has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members.

FAIRWINDS Credit Union Selects Access Softek’s EasyVest Robo-Advisor to Help Members Build Wealth

Berkeley, Calif., March 16, 2021 – Access Softek, Inc., an omnichannel digital banking platform provider, announced that FAIRWINDS Credit Union has selected its EasyVest^TM robo-advisor solution to bring digital investing options to the more than 200,000 members it serves.