To offer small Banks and Credit Unions a stand alone investment management platform that will service and monetize current customers in a manner that many of these institutions currently are not.
A Robo solution to service your customers and drive revenue
Small institutions can now monetize the full potential of their customer’s
financial services business
can your customers
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 IRA
Roth IRA
SEP or SIMPLE IRA
Rollover IRA
UTMA
529
401k and 403b are workplace administered accounts
whole life and variable life insurance are primarily risk mitigation products
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
