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

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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
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 referral fee or revenue share arrangements
full service
banks
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SMALL BANKS
CREDIT UNIONS
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share of your customer's financial services revenue

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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
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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

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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

to your institution

potential revenue

learn more about our white-label robo solution