Competition between advisors has increased exponentially, and that trend is likely to only intensify. Your ability to differentiate services and stand out with affluent customers can dramatically improve your success. Having the right mix of FDIC-insured banking products available for the cash portion of your client portfolios can help you attract new clients and improve results with your existing clients.
Our Registered Investment Advisor services allow you to consolidate client information and provide a 360-degree view of their position. You have access to a data portal and an automated daily file feed that integrates with most portfolio applications. In addition, you will receive:
- A dedicated team of experts
- The security of FDIC-insured products
- Secure online access to an extensive set of account details, statements and images
- Easy movement of money with online transaction requests
- Ability to create ACH and wire transactions
- Real-time details for posted incoming ACH and wire transactions
- Competitive interest rates
In addition, our relationship provides you with access to our comprehensive suite of private banking services to complement your business.