High Touch, High Tech Wealth Solutions
Designed to provide your customers with an outstanding experience throughout their financial journey. As a dedicated wealth management partner, Polaris develops custom wealth management programs through ongoing collaborative, long term relationships. For each of our wealth programs we provide the marketing, training, support, technology, and compliance to provide your customers with an outstanding experience.
Interested in providing your customers with wealth services from a trusted financial advisor? Our wealth management program provides knowledgeable and experienced advisors equipped with the latest technology to deliver fiduciary advice to your customers.
Small Account Solution
Already have investment or wealth services?
Avoid turning away customers with smaller account sizes. With our robo-advisory platform we equip banks with a turnkey automated, online investment platform which can profitably service small accounts.
We offer banks low-cost, flexible, fiduciary retirement plans that are optimized to meet the needs of your employees. Many banks can benefit from a comprehensive review of their existing retirement plan - uncover unnecessary charges, commissions, and fees hindering the financial success of employees and the bank itself. Contact us to learn more about retirement plan services available to you.