Get easy entry into investing for your members.

Tap into the $73 trillion investment market and give your members wealth-building services traditionally dominated by investment firms, fintechs and larger banks. As the first robo-advisor designed to seamlessly integrate with credit union online and mobile banking platforms, EasyVest assesses your members’ timeframe, risk appetite, income and investment goals in order to suggest the right portfolio. Your members can invest in individual or retirement accounts, purchase fractional shares and automatically rebalance their portfolio through an intuitive dashboard.


  • Provides the services of a personal banker via automation and algorithm-based financial planning services
  • Elevates the perception of the credit union as a full-service, modern financial institution
  • Realize a new and attractive revenue stream as a complement to an existing wealth management program or as a new solution
  • Lowers investment barriers, allowing members to start with as little as $200 and to easily establish recurring transfers from their checking or savings account directly into their investment account
  • Targets investors who prefer digital options and those previously neglected market segments, such as low-dollar investors and younger generations, including investors of any generation who want to grow their savings or retirement funds but cannot afford to or want to work with investment advisors
  • Users can easily move funds from another financial institution


  • Seamlessly integrated within online and mobile banking apps
  • Offers a set of APIs that work with any online or mobile platform
  • Offers an array of low-cost, broad index ETF portfolios
  • Intuitive dashboard for easy use and desirable member experiences
  • Customizable features and rules
  • Individually customized portfolios range from conservative to aggressive
  • Ability for users to easily move funds from another financial institution
  • Investors can choose green and socially conscious investment options
  • Users can invest small amounts and own fractional shares for a nominal fee

“What a tremendous opportunity this is for our members to begin investing. With as little as $200, a member can open an investment account directly within online banking after answering questions to assess the member’s risk tolerance.”

Timothy Williams
President and CEO of Sno Falls Credit Union

Want to learn more about Easy Vest?

Contact Us