Turnkey Digital Wealth Program.

Embrace Every Customer. 

Complementing Your Wealth Business

The Digital Wealth Program provides clients with access to an automated investment management service with live advisor support. Designed to complement an existing wealth management business, this program is a great solution to profitably serve clients of all account sizes. 

​We take a flexible approach to incorporate your brand, workflows, and desired client experience for your Digital Wealth Program. Our program management support partners with your team to design and implement a solution that meets your business needs. The program is free to your bank and generates recurring non-interest income.

Program Features
The Digital Wealth Program brings together digital onboarding & account opening, client portal, goal based investment portfolios, and live advisor support.

Financial Advisor Support

The Program includes client support from live advisors. Our advisor teams' involvement is determined at your discretion.

​Our advisors may help clients with general financial advice, account support, portfolio management, account selection, rollovers/transfers, and more. Our advisors are available by chat, phone, email, and/or videoconference. ​

Digital Onboarding

Clients interact with our easy to use questionnaire to share their goals, time horizon, risk, tolerance, and values.

Our software assesses the client responses and provides a recommended portfolio. Clients can open and fund their investment account in minutes from the convenience of their smartphone, tablet, or desktop.

Goal Based Portfolios

Clients have access to a selection of twenty seven managed portfolios.  Portfolios series include fixed income, multi asset, income, biblically responsible, equity, and thematic.

​For each series, risk levels range from conservative to aggressive. Account types include Individual, IRAs, and Joint. ​

Online Client Portal

Our intuitive and modern online portal offers clients rich features and detailed insights into their investments.

​Clients can view their dashboard, holdings, performance, account aggregation, statements and document vault at any time. The portal also allows clients to open additional accounts, link their bank account, and transfer funds.

Program Benefits

​Increase capacity for your wealth business
Generate additional recurring non-interest income​
​Unlock growth opportunities & lead generation​
​Drive digital engagement & adoption​

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© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Banc Wealth Group has a partnership with banks to provide investment advisory services to their customers. The banks are not investment clients of Banc Wealth Group but have a revenue sharing relationship that can create a conflict of interest.