You can select to have your client's Bank transaction records set-up to be administered in a completely secure environment.
To do this requires input and acceptance by your client to allow the collection of data to be transferred to our system.
This is a simple one type click option created by one of the world's leaders in Bank data transfers and enables your clients transactions to be categorized into their spending habits then translated into usable data-sets within the system, whilst remaining encrypted.
Over 3000 different institutions are available for you to participate with your clients.
To get started click to Feed back on the bottom of the page and request the online encrypted link to be sent to you for completion
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