accessOPTIMA

Current Platform*

Customizable Dashboard

Tailor any screen to your specific job requirements by adding the functions and reports you need

Integrated Payment Center

Access payments and templates on one screen, including wires, ACH, loans and transfers

New Payment Types

Includes federal tax wires, loan payments/drawdowns and SWIFT MT101

New Internal Transfer Types

Includes one-to-many and many-to-one

Real-Time Reporting

Displays current account balance and transaction information, 24/7

Additional E-Statements

Includes commercial loans, sweeps and mutual funds

Extended Reporting Archive Periods

Archive balances and transactions (up to 18 months) and e-statements and check images (up to 7 years)

Deposit Tickets / Same Day Control Disbursement Images

Provides images for deposit tickets and disbursement checks

New Reports Available

Includes vault activity and escheatment report

Reverse Positive Pay

Helps protect accounts from check fraud

Responsive Design

Provides a seamless experience across desktop, mobile phone and tablet devices

Live Chat

Connects to client services for answers to questions or problem resolution

Administrative Controls

A simplified way to add or clone users and set individual permissions

Variety of Alerts

Monitor accounts for information reporting, payments, positive pay, administration and utilities

*accessMONEY Manager^®