A Robo solution to service your customers and drive revenue
Small institutions can now monetize the full potential of their customer’sÂ
financial services business
can your customersÂ
bank
borrow
invest
?
pioneering a digital first way for traditional Banks and Credit Unions to compete against
the full-service banks, broker-dealers and fintech players
white labeled platform
to capture your web presence
simple on-boarding
and clean interface
short and informative
video primers on key concepts
detached from your core systems
no entanglement issues
calculators to guide users
and drive AUM growth
supporting the main
retail account types
Investment Accounts | Accounts for Kids | Traditional IRAs | Roth IRAs | Small Business IRAs | Rollovers
They're your customers
you should receive the bulk of any fee generation
broker-dealers
 referral fee or revenue share arrangements
full service
banks
SMALL BANKS
CREDIT UNIONS
share of your customer's financial services revenue
fintechs
The bulk of the average American's investment needs can be satiated with a
Taxable Brokerage Account
Traditional or Rollover IRA
Roth or Custodial Roth IRA
401k/Roth 401k/403b/457/SIMPLE/HSA* plans are employer administered plans
whole life and variable life insurance are primarily risk mitigation products
SEP or SIMPLE IRA
UGMA/UTMA
529
NO COST
highly secure, cloud based platform - that costs you zero to implement and zero to operate
STAND ALONE
we handle the client regulatory and platform technology lift and we do not tie into your core systems
WHITE LABELABLE
the platform is designed to capture just enough of the look and feel of your web presence, thereby driving adoption as your customers feel they are doing business with the brand they know and trust
Toggle the controls to estimate how we can add to your bottom-line
learn more about our white-label robo solution
For Institutional Use Only. The revenue projections generated by this calculator are hypothetical in nature, provided for illustrative and educational purposes only, and are based exclusively on the data inputs and assumptions provided by the user. These projections do not represent actual performance or constitute a guarantee of future results; actual revenue may differ materially depending on market conditions, client adoption rates, and internal operational costs. This tool and its outputs do not constitute investment, legal, tax, or business advice, and institutions should consult their own professional advisors regarding the financial and legal implications of adopting a robo-advisory platform before making any business decisions.
