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

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

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 EasyVestTM robo-advisor solution to bring digital investing options to the more than 200,000 members it serves.

ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor

ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor

Berkeley, Calif., February 9, 2021 – Access Softek, Inc., an omnichannel digital banking platform provider, announced that ELGA Credit Union will now offer its EasyVest robo-advisor in order to make investing easier for the more than 76,000 members the credit union serves.

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.