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
Your bank receives extensive resources and support to launch and grow your small account program. A program manager works in partnership with your team to develop a transition and growth strategy tailored to the needs of your advisors and customers.
Financial AdvisorWe provide your bank with an experienced, trained, and knowledgeable advisor focused on serving the needs of your mass affluent customers. Advisors work with customers to match their goals, risk tolerance, and time horizon with a portfolio that is right for them. Advisors are accessible via chat, email, phone, screen share, and/or video conference.
Digital Wealth PlatformOur platform is designed to provide your customers with an elegant and responsive digital experience. Customers have 24/7 access to an intuitive client portal that provides digital account opening, performance reporting, holding analytics, risk profiling, fractional share trading, robo-advisory, data aggregation for held-away accounts, and a document center.
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Managed PortfoliosWe offer customer a diverse range of low cost, goal based professionally managed portfolios. Our portfolio series include: core, passive, active, equity income, managed risk, thematic, fixed income, socially responsible, biblically responsible portfolios across a spectrum of risk levels. Portfolios can be further tailored to the investment needs of your customers.
Multi-Channel MarketingWe provide marketing content and guidance to help promote the program and services in addition to live and recorded webinars and seminars. Marketing content includes website, print, direct mail, newsletters, advertising, email, social media, webinars, and seminars. Active marketing efforts help to create program success. We provide employee training coupled with multi-channel marketing content. Your bank retains control over the marketing efforts to protect customer relationships and your reputation.
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A Seamless Transition
We take a consultative approach to help you create a dynamic transition plan for clients. Our team can assist with client segmentation, bulk account opening, ACAT transfers, and bidirectional referrals. Our goal is to make the transition a seamless experience for customers and your team. Polaris' Small Account Program is a perfect opportunity to transition the smallest segment of your book of business, which can be unprofitable and time consuming. This transition can instantly turn unprofitable accounts to profitable ones and significantly free up time for your team.
A Complimentary, Cooperative Program |
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The program is free to your bank regardless of number of customers or asset size. Your bank receives recurring non-interest income on a quarterly basis. As assets under management increases your bank's income stream increases as well.
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As a Registered Investment Advisor, Polaris is obligated to put customers' interest ahead of its own and provide unconflicted fiduciary advice. Customers pay one transparent, annual fee. There are no account minimums, commissions, or account fees.
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See how we can help you
streamline your wealth business.
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