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.