Bank Account Management (BAM)
A simpler way to organize all your banks, accounts, bank contacts, account signers, and authorization documents
A secure way to list all your banks as well as their contact and settlement information
SignersA comprehensive list of all your account signers with a simple, one-click process to assign signatories and/or documents to each of your accounts
DocumentsUpload all your relevant authorization documents (board resolutions, signature cards, etc) for easy reference and audit, then easily assign each document to a bank(s), account(s) and/or signer(s)
FBAROne button Foreign Bank Account Reporting (FBAR) tool
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Easily Manage Account Signers
Assign accounts and documents with one click.
Store and Easily Find Bank Related Documents
Upload signature cards, board resolutions and other bank related documents and then easily assign/associate them with banks, accounts and/or signers.
Inventory Key Bank Information
Keep an inventory of all your banks including contact information, relevant routing details, open / close dates, and details on relationship managers.