Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
FileInvite - Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Bank Account Starter API - This API enables users to open a 360 Savings Account or a 360 Money Market Account.
Sanction Scanner - Sanction Scanner is an Anti-Money Laundering compliance software. Sanction and PEP screening service on thousands of Sanction and PEP lists in our AML database.
Credit Offers API - Our Credit Report API offers a secure, easy, and effective tool to access consumer credit data from either 1, 2, or all 3 Credit Bureau's.
KYC Portal - KYC Portal is a client lifecycle management platform that allows users to have the full ownership of policy automation from increasing operational efficiencies to business relationship outreach.