< Voltar ao início da ajuda

Additional Modules Financial Management

Features

How to use

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.

The first is Simple Financial Management, which has the following features:

- Aggregation of up to 2 bank accounts;

- Access to a monthly aggregate file of your client's banking information;

Or the Complete Financial Management module, which includes:

- 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.

Remember that these additional services use the pay-as-you-go system, which only includes billing for these services when your customer activates them.

To invite your clients to access the nBanks platform, simply click on Add Client in the Portfolio feature and start the invitation process.

< Voltar ao início da ajuda