uOPEN - Open & Fund New Accounts

We invite you to read our five article series to learn more about this exciting topic.

  • "Open Accounts: Phase I - Online" click here
  • "Open Accounts: Phase II - Branch & Call Center" click here
  • "Selecting an ASP - How do you decide which one is right for you?" click here
  • "Inside or Outside - Should you bring a commercial solution in-house or use an ASP?" click here
  • "Build or Buy - Should you build your own solution or buy a packaged solution" click here

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    We have combined all five articles into one easy-to-read PDF document for your reference. Click here to read or download the collection.


    uOpen & uFund&trade - Online Account Opening and Funding
    uTransfer&trade - Online Account to Account Transfer
    uSwitch&trade - Switch Financial Relationships
    uPlan&trade - Employee Benefits Plan Management
    uView&trade - Account Aggregation with password vault
    uAdvise&trade - Client Relationship Manager for Advisors

    Call: 901-757-1212
    Email: info@umonitor.com

    Parsam Technologies
    3197 Players Club Parkway, Memphis, TN 38125