Zum features

Zum features

Partner Portal

Partner Portal

Partner Portal

Onboard clients, manage compliance, track payments, and access real-time insights—all from a single, intuitive platform built for transparency and growth.

Onboard clients, manage compliance, track payments, and access real-time insights—all from a single, intuitive platform built for transparency and growth.

Your Gateway to Seamless Financial Operations

Your Gateway to Seamless Financial Operations

Simplify onboarding, streamline compliance, manage payments, and gain real-time insights—all from one intuitive platform.

Simplify onboarding, streamline compliance, manage payments, and gain real-time insights—all from one intuitive platform.

Streamlined Onboarding

Effortlessly onboard customers and partners with automated workflows that validate accounts, verify identities, and reduce errors.

Compliance & Security Built-In

Protect your business with platform-wide regulatory compliance, advanced fraud detection, and multi-layered security protocols.

Integrated DocuSign

Prepare, send, and securely store documentation with built-in DocuSign capabilities—eliminating manual paperwork and accelerating approval cycles.

Real-Time Visibility & Notifications

Monitor application status, account balances, and transactions instantly—and stay informed with automated email alerts.

Everything You Need, All in One Place

Everything You Need, All in One Place

Zūm’s Partner Portal centralizes your operations to keep your business efficient, secure, and scalable.

Zūm’s Partner Portal centralizes your operations to keep your business efficient, secure, and scalable.

Client & Payment Management

Easily manage all your clients and their payments in one centralized portal—streamlined, organized, and transparent.

One-to-Many Payment Flexibility

Handle both individual and bulk payments seamlessly across EFT, ACH, Interac, debit, credit cards, and Visa Direct—all from a single interface.

Financial Metrics & Reporting

Gain actionable insights with dashboards and BI tools that reveal transaction trends, revenue streams, and customer behavior in real time.

One Link. Every Rail.

One Link. Every Rail.

Accept payments instantly through the most popular rails across Canada and the US with a single link.

Accept payments instantly through the most popular rails across Canada and the US with a single link.

Multi-Rail Support

All the payment rails your customers expect, in one platform — built for speed, trust, and visibility.

Instant Settlement Options

Clear and settle transactions in real time to improve cash flow.

End-to-End Transparency

Track every transaction with detailed reporting and real-time status updates.

Card Issuance

Prepaid and secured credit card programs fully managed by Zūm - no bank involved.

Card Issuance

Prepaid and secured credit card programs fully managed by Zūm - no bank involved.