A Robo solution to service your customers and drive revenue
Small institutions can now monetize the full potential of their customer’sÂ
financial services business
can your customersÂ
bank
borrow
invest
?
pioneering a digital first way for traditional Banks and Credit Unions to compete against
the full-service banks, broker-dealers and fintech players
white labeled platform
to capture your web presence
simple on-boarding
and clean interface
short and informative
video primers on key concepts
detached from your core systems
no entanglement issues
calculators to guide users
and drive AUM growth
supporting the main
retail account types
Investment Accounts | Accounts for Kids | Traditional IRAs | Roth IRAs | Small Business IRAs | Rollovers
They're your customers
you should receive the bulk of any fee generation
broker-dealers
 referral fee or revenue share arrangements
full service
banks
SMALL BANKS
CREDIT UNIONS
share of your customer's financial services revenue
fintechs
The bulk of the average American's investment needs can be satiated with a
Taxable Brokerage Account
Traditional or Rollover IRA
Roth or Custodial Roth IRA
401k/Roth 401k/403b/457/SIMPLE/HSA* plans are employer administered plans
whole life and variable life insurance are primarily risk mitigation products
SEP or SIMPLE IRA
UGMA/UTMA
529
NO COST
highly secure, cloud based platform - that costs you zero to implement and zero to operate
STAND ALONE
we handle the client regulatory and platform technology lift and we do not tie into your core systems
WHITE LABELABLE
the platform is designed to capture just enough of the look and feel of your web presence, thereby driving adoption as your customers feel they are doing business with the brand they know and trust
These calculations are provided for informational and educational purposes only and do not constitute investment, legal, tax, or accounting advice. This tool may present hypothetical revenue projections and such projections are illustrative only, based on user inputs, and are not guarantees of future results - actual revenue may differ materially. Institutions should consult their own financial, legal, and tax advisors before making any decisions.
