Additional Modules Financial Management
Discover the Financial Management modules you can offer to clients you want to include in your Portfolio.
nBanks' additional Financial Management services are divided into two modules that you can provide at any time to clients you want to add to your Portfolio.
The first is Simple Financial Management, which includes the following features:
- Aggregation of up to 2 bank accounts;
- Access to a monthly aggregated file of your client's banking information;
Or the Complete Financial Management module, which includes:
- Aggregation of up to 10 bank accounts;
- Private chat with the client for sharing messages and documents;
- Access to the client's Financial Agenda;
- Banking history always available and updatable;
- Access to all Financial Management features that allow you to consult client information, namely: Dynamic and interactive statement, Personalized accounts, Management Dashboards, File export, among other relevant tools.
We remind you that these additional services use the pay-as-you-go system, which only includes billing for these services when your client activates them.