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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Sandbox Wealth is an all-encompassing fiduciary banking platform designed for enterprises, bringing together cash management, credit services, and analytical tools for families, entrepreneurs, investment advisors, and family offices. It offers tailored liquidity solutions by connecting intricate financial information with banking institutions and lenders, ensuring competitive interest rates on cash, easier credit access, and a clear view of both liquid and illiquid assets. Users benefit from advanced reporting capabilities, cutting-edge banking insights driven by the “Sandbox Navigator” AI, and simplified underwriting processes that include a comprehensive record for lender reporting, allowing for efficient management of spending, savings, and analytics for personal and business finances. Looking ahead, the platform plans to introduce a suite of deposit options in late 2025, including individual and joint accounts, business checking and savings, multi-currency global deposits, remote check deposits, as well as virtual and physical cards and mobile wallet integration. This expansion will further enhance the user experience by providing even more financial management tools and resources.

Description

Enhance your growth and build stronger customer bonds through our innovative program management solutions. Our comprehensive technology platform enables banks to swiftly introduce a personalized business credit card without the burden of expensive software development costs. With our administrative tool, banks gain immediate insights into their program data and a user-friendly solution for overseeing their credit card offerings. Collaborate with our team of specialists to effortlessly launch and manage your credit programs, benefiting from services that encompass risk assessment, underwriting, marketing, and customer support. Our platform is customizable to meet the specific needs of your program and supports every phase of the process. Your clients will appreciate the convenience of overseeing their business finances, with features for spending management, approvals, bill payments, and reimbursements, all accessible through our branded platform and mobile application. Additionally, your customers can easily issue your customized physical or virtual credit cards and promptly integrate them into their digital wallets for a seamless experience. This combination of efficiency and personalization is designed to drive satisfaction and loyalty among your clientele.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apple Pay Yes 
7shifts No 
ADP Enterprise HR No 
Access PeopleHR No 
BizMerlinHR No 
Clear Books No 
Equifax BusinessConnect No 
Google Wallet Yes 
HR Partner No 
Justworks No 
Microsoft Dynamics 365 No 
Paychex Flex No 
Ping Identity No 
Proliant No 
Sage 100 No 
Samsung Pay Yes 
Slack No 
Wave Pay Stub Generator No 
Zendesk No 
Zoho CRM No 

Integrations

Apple Pay Yes 
7shifts Yes 
ADP Enterprise HR Yes 
Access PeopleHR Yes 
BizMerlinHR Yes 
Clear Books Yes 
Equifax BusinessConnect Yes 
Google Wallet No 
HR Partner Yes 
Justworks Yes 
Microsoft Dynamics 365 Yes 
Paychex Flex Yes 
Ping Identity Yes 
Proliant Yes 
Sage 100 Yes 
Samsung Pay No 
Slack Yes 
Wave Pay Stub Generator Yes 
Zendesk Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$33.33 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Sandbox Wealth

Founded

2023

Country

United States

Website

www.sandboxwealth.com

Vendor Details

Company Name

Torpago

Country

United States

Website

www.torpago.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

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