nBanks' additional financial management services are divided into two modules that you can provide at any time to the clients you want to add to your Portfolio.
- Aggregation of up to 2 bank accounts;
- Access to a monthly aggregate file of your client's banking information;
- Aggregation of up to 10 bank accounts;
- Private chat with the client to share messages and documents;
- Access to the client's Financial Diary;
- Bank history always available and updatable;
- Access to all the Financial Management functionalities that allow you to consult customer information, namely: Dynamic and interactive statements, personalized accounts, management dashboards, file exports, among other relevant tools.