- Dashboard view with a real-time snapshot of all employer groups at one time.
- Ability to view detailed account information for each employer group, including open, pending and future-dated accounts.
- Ability to access detailed monthly reporting for every employer group as well as run custom aggregated reports.
- Reporting tools that perform a variety of functions such as sorting key accountholder information and providing average account balances, to monitoring contribution and distribution activities, regardless of size of account.
“We are excited to offer the first comprehensive business partner portal in the HSA industry,” said Triplett. “This portal helps enhance the visibility of our business partners and the services they offer, while demonstrating our commitment to better equipping partners and the employers they serve.”About UMB: UMB Financial Corporation (NASDAQ: UMBF) is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing, healthcare services and institutional investment management to customers. Its banking subsidiaries own and operate banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisor that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers. For more information, visit umb.com or follow us on Twitter at @UMBBank, Facebook at facebook.com/UMBBank and LinkedIn at linkedin.com/company/umb-bank.