Help your kids in college.Help your mom manage her finances — while they keep access control and privacy over their account.

Relay connects every generation of a family through one secure platform. Sidecar lets the people you trust help with daily money tasks — prepared by a helper, approved by the member. Then Sprout grows the next generation's financial confidence and AllSet keeps the important details ready. One platform your institution brands as its own.

“Don’t make the member work harder. Make the technology work smarter.”

Secure by design

You control access. We protect what matters.

You stay in control

Your data. Your brand. Your member relationship.

Built for your infrastructure

Hosted by you. Integrated your way.

One relay. Three experiences.

Start here

Sidecar

Permissioned access to support the people you care about — without giving up control.

Helpers prepare — the member always approves
Invite and manage trusted people
Help with confidence, protect privacy
Great for parents, adult children, caregivers and spouses
Support when it's needed most

Sprout

GROW

Financial learning and goal-based saving for kids and families — together.

Goal-based saving with family contributions
Age-appropriate financial education
Engagement for all ages
Stronger financial relationships
Celebrate progress and milestones

AllSet

PREPARE

Everything important. Connected and ready.

Accounts, assets & insurance
Important documents in one place
Key contacts & beneficiaries
Recurring bills & obligations
Available to the right people when it matters most

Relay brings it all together with intelligent connections and real-time insights so your institution can deliver more value at every life stage.

Deeper connections

Stronger relationships across every generation and life stage.

More value

Drive engagement, product adoption and primary relationship.

Reduce risk

Help members prepare for life's moments with confidence.

Future-ready

A unified platform designed to evolve with your institution.

Let's build what matters — together.

myrelayplatform.com

an iris360 product

Demonstration environment. Designed for provider-controlled security and infrastructure.