Savings and Goals
Savings wallets and goal tracking help users separate funds, monitor progress, and build financial discipline.
Savings and Goals designed around your financial life.
Use savings goals, reserve wallets, and progress analytics to give customers a clear path from available cash to planned outcomes. The system supports goal records and can be extended with automated funding rules.
- Goal-based balances
- Progress summaries
- Separate reserve tracking
- Savings analytics
More banking services
A modern checking experience for clients who want fast access, clean records, card funding, and transfers in one secure dashboard.
Open and organize multiple USD accounts with available, pending, frozen, and ledger balance views.
Domestic OTP transfers, international staged checkpoint flows, saved beneficiaries, proofs, and trackable references.
Virtual and physical card workflows with masked numbers, admin approvals, card balances, limits, freeze controls, and merchant settings.
Loan applications with amount, purpose, duration, documents, admin review, and approval status tracking.
Mortgage applications with property value, loan amount, employment data, collateral, LTV checks, and payment estimates.
Admin-created plans with minimums, maximums, durations, expected return projections, and customer applications.
Net worth summaries, investment wallets, savings goals, retirement-style planning, loan status, and financial activity in one premium experience.
Business profiles, USD operating accounts, invoices, payroll batches, team members, and approval workflows.
A premium cash hub for deposits, withdrawals, checking-style balances, statements, and quick transfers.
An asset-backed lending concept for borrowing workflows connected to wealth, collateral, and admin review.
A planning-focused experience that connects cash flow, savings goals, loans, investments, and support conversations.
Long-term goal pages for retirement-style savings, investment plans, recurring deposits, and portfolio visibility.
A future-ready page for connecting investment wallets, market research, order tools, and regulated brokerage integrations.