Seamless Account Management
Effortless Setup and Oversight
Managing multiple beneficiary accounts can be time-consuming and complex. With Purple, you can open and manage accounts for each beneficiary in just a few clicks. Our platform allows you to view account balances, monitor transaction activity, and manage all your beneficiary's financial information from one intuitive dashboard. Say goodbye to manual processes and hello to efficiency.
Smart Financial Controls
Transfers and Spending Limits, Simplified
Every beneficiary has unique financial needs, and Purple gives you the flexibility to meet them. Schedule transfers quickly, set personalized spending limits, and maintain full control over how funds are allocated. With built-in safeguards and easy-to-use tools, you can ensure compliance and provide peace of mind for both your staff and beneficiaries.
Dashboard for Total Clarity
A Birds Eye View of Beneficiary Finances
Gain instant access to a complete overview of your beneficiary's financial activity. Purple’s dashboard provides real-time insights into balances, spending patterns, and transaction histories, empowering you to make informed decisions quickly. Whether you’re looking for high-level trends or granular details, Purple keeps you connected to every aspect of your beneficiary's financial management.