Asset, vs SA Pro Access

*** Important: You must have a Bank of Cashton account to use Asset *** Don’t have a Bank of Cashton account? Visit www.bankofcashton.com to learn how you can become a customer. Asset is a powerful, engaging financial mobile app, and like a GPS, helps you point your finances in the right direction. Asset will change the way you feel about financial management, and allow you to track your assets more efficiently. Asset’s design makes managing your money easier and more convenient - but also a lot more enjoyable and exciting. Not only will you be able to see all your financial data in one place, you will be able to visualize that data in meaningful and engaging ways on your iPhone or iPad. With Asset you can: • Manage all your financial accounts in one place (checking, savings, credit cards, investments, and retirement). • Check all of your account balances • Have your transactions automatically categorized and organized • Create budgets in a new and meaningful way with interactive Bubble Budgets • View insightful reports & visualizations • Print, email any report or transaction • Reach out and touch your finances (Note: Not all features available on the iPad are currently available on the iPhone). Accolades • Finnovate Fall 2014 Best of Show • CUNA Tech 2014 Best of Show • Finovate Fall 2013 Best of Show • Finovate Spring 2013 Best of Show • Finnovate Fall 2012 Best of Show • Finnovate Spring 2012 Best of Show • AIGA 100 Show 2012 Award of Merit Winner • CUNA ACUC Conference 2011 Best of Show Safe & Secure The industry standard for secure financial information exchange is 128-bit SSL encryption. However, for greater security, Asset uses military-grade 256-bit SSL encryption, which is actually 2,128 times more secure. Asset is SOC 2 certified, which means that our controls and safeguards of our clients’ data have been audited and approved. Website URL: https://www.bankofcashton.com/ Support URL: https://www.bankofcashton.com/contact-us/

The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth. Advisors can see client balances, holdings, activities and documents as well as market news specifically related to that a client's portfolio - all from your Apple device! SA Pro Access also allows Advisors to invite new prospective clients, quickly and easily, through text and email. Features: - Invite New Clients - Quickly send texts or emails to prospective clients through the app! - Search for companies to get back slick charts and company performance! - Trade Equities and Mutual Funds Stay Protected - Safe and secure account login including Touch ID and Face ID functionality.