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What is Sandbox Wealth?

Sandbox Wealth serves as a comprehensive fiduciary banking solution for businesses, integrating cash management, credit services, and analytical tools specifically designed for families, entrepreneurs, investment advisors, and family offices. By linking complex financial data with banking entities and lenders, it delivers customized liquidity solutions featuring competitive interest rates on cash, improved credit access, and a transparent overview of both liquid and illiquid assets. Users gain access to sophisticated reporting capabilities and innovative banking insights through the "Sandbox Navigator" AI, along with streamlined underwriting processes that compile a detailed record for lender reporting, facilitating the management of spending, savings, and analytics for both personal and business finances. In anticipation of the future, the platform intends to roll out a variety of deposit products by late 2025, which will include individual and joint accounts, business checking and savings options, multi-currency global deposits, remote check deposits, as well as both virtual and physical cards and mobile wallet capabilities. This upcoming expansion aims to significantly enhance the financial management experience by offering a broader selection of tools and resources for users to leverage. Ultimately, users can expect to see a more integrated approach to managing their financial portfolios as these new features become available.

What is Auto Decision Platform (ADP)?

Our cutting-edge Auto Decision Platform (ADP) simplifies lending operations by minimizing time, costs, and errors, which ultimately boosts profitability. This award-winning and adaptable solution paves the way for numerous opportunities upon implementation. With its sophisticated decision-making capabilities, credit risk professionals can swiftly formulate and modify decision criteria to suit changing circumstances. The next-generation Auto Decision Platform (ADP), hosted in a private cloud, ensures comprehensive and automated decision-making while maintaining compliance throughout customer engagements. Take advantage of our broad array of integrations, which encompass consumer and commercial CRA data, various Open Banking channels, eKYC and fraud detection systems, as well as verification techniques for devices, mobile applications, and email, to enhance your decision-making processes. Furthermore, ADP allows users to create, modify, test, and deploy customized scorecards via an intuitive, modern interface, making it an exceptionally adaptable tool for lenders. By integrating ADP into your operations, your organization will be strategically positioned to respond promptly to changing market dynamics and regulatory challenges, ensuring sustained growth and success in a competitive landscape. Ultimately, this innovative platform not only streamlines processes but also empowers lenders to make informed decisions that drive their business forward.

Media

Media

Integrations Supported

Apple Pay
BrightOffice Lender CRM
Google Wallet
LTi ASPIRE
Samsung Pay

Integrations Supported

Apple Pay
BrightOffice Lender CRM
Google Wallet
LTi ASPIRE
Samsung Pay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sandbox Wealth

Date Founded

2023

Company Location

United States

Company Website

www.sandboxwealth.com

Company Facts

Organization Name

LendingMetrics

Date Founded

2009

Company Location

United Kingdom

Company Website

www.lendingmetrics.com/products-services/adp

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Decision Support

Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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