Manage mutual fund accounts and client connections
Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.
View account balances and electronic statements. Transfer funds between personal accounts and to third-party banks. Send cardless cash for ATM withdrawals. Deposit checks via photo. Set up alerts and manage account settings remotely.
Track expenses and split costs among groups. Log individual payments, split bills by item or total, and calculate owed amounts automatically. View spending trends and receive notifications for pending payments.
Check balances for operative, deposit, loan, and savings accounts. Make local and international payments. Use mobile money for bill payments, till payments, and airtime top-ups. Request stop cheque services. Make KRA payments. Connect via Pesalink.
Allows merchants to offer purchase financing. Customers can apply for financing using a state-issued ID, email, and debit card. The enables instant approval and paperless transactions on iPad or iPad Mini devices.