accessOPTIMA® Mobile vs Carta Carry

accessOPTIMA® is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and security controls to help mitigate fraud. accessOPTIMA delivers enhanced capabilities: • Customizable dashboard lets you tailor screens with the information you need for your specific job function • Integrated payment center allow you to view multiple transactions - including wires, ACH, loans and transfers - on one screen • Real-time reporting gives you access to current account balances and transaction data, 24/7 • Responsive design provides a seamless experience across desktop, mobile phone and tablet devices • Live chat puts you in contact with our dedicated client services team for answers to questions or help resolving issues • Administrative controls offer a simple way to add or clone users and set individual permission standards • Alerts raise awareness of financial activities so you can monitor various accounts whenever a transaction occurs

The Carta Carry app helps manage your funds from anywhere, anytime. Initiate capital calls, wire transfers, and expense payments on the go. View investments, approve capital calls and management fees effortlessly while tracking each task from request to completion. Enjoy enhanced transparency with real-time notifications for every task, ensuring you can manage your fund actions anytime, anywhere.