Banc Wealth Group
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Turnkey Digital Wealth Program.

Embrace Every Customer. 
Speak with Our Team

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 Advisor

We 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 Platform

Our 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.  

Managed Portfolios

We 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 Marketing

We 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. 
learn more about program management

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

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. 
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. 

See how we can help you
​streamline your wealth business. 

Contact Us
Ph. 708.880.7098
Schedule a time to chat. ​

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Investment services provided by Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
​All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
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  • Home
  • Wealth Programs
    • Wealth Management Program
    • Digital Wealth Program
    • Workplace+
    • Cryptocurrency Program
    • Self Directed Investing
    • Program Management
  • Why Banc Wealth
  • Contact
  • News