Turnkey Digital Wealth Program.Embrace Every Customer.
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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.
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Program Features
The Digital Wealth Program brings together digital onboarding & account opening, client portal, goal based investment portfolios, and live advisor support.
Financial Advisor SupportThe 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 OnboardingClients 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.
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Goal Based PortfoliosClients 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 PortalOur 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.
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