AccountPlus® consolidated view feature

Financial institutions can solidify their position as the primary advocate for customers’ financial needs by providing them with a more complete picture of their finances.

With AccountPlus, your customers can consolidate and display products that are held directly at your financial institution as well as those held with strategic partners, such as Qtrade® and Credential®, in their online banking account summary page.

 

Customers can consolidate and display account information from external strategic partners