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Wealth Management

Longer money, next to everyday money.

Wealth Management gives members goals and savings in the SuperApp, and investment or advice experiences only when a registered partner provides them.

Add it to any community SuperApp. Members and cardholders see it next to their mCard.

Add it in StudioSee industry bundles
9:41

Wealth

Reserve

$4,200

of $10,000 · $200.00 a month

Member screens. Tap through the feature.

In the SuperApp

One switch. It shows up for cardholders.

A Wealth area shows the goal, the progress, and any partner account the member has opened.

  1. 01

    Start with a goal

    Tuition, a reserve, a house. The labels match the community.

  2. 02

    Fund it from the app

    Members move money on a schedule when the account partner supports it.

  3. 03

    Add advice only when registered

    Managed investing appears only with a properly registered partner.

Who it is for

A feature has to be worth it for every side of the program.

Your organization

Members build a longer relationship than a single purchase.

Members & cardholders

Savings and wealth tools sit next to the card they use every day.

Banks & partners

Registered advisers and institutions keep the fiduciary and product duties.

Industry bundles that include Wealth Management

Schools & alumni

Alumni Forever

Campus today, alumni for life. Rewards, donations, round-ups, and wealth goals stay in one SuperApp.

Open Alumni Forever

Credit unions & local communities

Community Banking

A local institution can offer credit lines, a HELOC, bill pay, remittances, and wealth tools on each community card.

Open Community Banking

Next on the shelf

▤

15

Stock Trading

Members can view and trade stocks through a registered brokerage connected to the SuperApp.

♠

16

Sportsbetting

Where state law and a licensed operator allow it, members can fund a sportsbook from the SuperApp.

♦

17

Casino Gaming

Players Club status, on-property rewards, and the resort card, for a licensed casino.

Put Wealth Management on the mCard SuperApp.

Investment and wealth services require the appropriate registrations. They are offered by those partners, not by Neobankify.

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