Built For Banks And Credit Unions.
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Polaris Digital Wealth Advisor is a turnkey digital wealth management solution that allows community banks and credit unions to offer professional investment and financial planning services to clients and members at little to no upfront cost to the institution.
With Polaris Digital Wealth Advisor, banks and credit unions can provide personalized life-event based investing, dynamic financial planning, and access to financial advisors through Polaris Portfolios. Furthermore, banks and credit unions will receive a non-interest revenue stream, detailed client insights, and cutting edge financial technology. |
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Digital Wealth Management
Add an additional revenue stream while providing your clients with a co-branded digital wealth management solution tailored to their unique financial situations. |
Cutting-Edge Technology
Our technology tracks your clients' financial situations, life events, and goals and will alert you to valuable sales opportunities at both the individual and aggregate client levels. |
Rapid Deployment
When we say turnkey, we mean it. Our solution can be up and running for your bank in weeks, not months, allowing you to beat the competition to market. |
Turnkey Wealth Management.Our team will develop a compliant, seamless, and user-friendly experience for your bank or credit union that can be up and running in weeks, not months. Plus, we handle all of the wealth management, financial planning, and customer service for you, allowing your institution to focus on what it does best. |
Capture The Next Generation.
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As both fintech companies and large incumbent institutions alike move more and more towards digital, we make it easy and affordable for community banks and credit unions to compete in the ever-changing landscape. We'll work with you to help your institution capture and retain the next generation of clients.
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More Benefits For Your Institution.
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Add A Non-Interest Revenue Stream
Your bank or credit union will receive a percentage of all the revenue generated through Polaris Digital Advisor at your institution. |
View Detailed Client Insights
Receive detailed financial and life event insights about your clients at both an individual and aggregate level. These insights may provide your financial institution with opportunities to reduce costs, develop targeted marketing plans, and proactively cross-sell bank products and services. |
Grow Your Deposit Base
The client data and insights we collect result in opportunities to increase both retail and business deposits. |
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Increase Your Share Of Client Wallet
Keep more of your clients' wealth within your institution's ecosystem by offering professional wealth management right from your bank or credit union's website. |
Capture The Intergenerational Transfer Of Wealth
Compete with fintech companies and large incumbents with your own co-branded digital wealth management solution. |
Beat The Competition To Market
Polaris Digital Wealth Advisor requires no complicated installation or implementation procedures. We can up and running on your schedule. |
An Intuitive, Client-Friendly ExperienceYour clients can start investing right away through our simple online enrollment process. First, they’ll answer a few questions to help determine their investor profile and then we'll build them a personalized investment portfolio tailored to meet their financial goals. Once they've enrolled, our technology keeps them on track by automating deposits, rebalancing portfolios, and minimizing taxes. |
More Benefits For Your Clients.
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Professional Investment Management
Your clients will receive a professionally managed account and a diversified portfolio comprised of best in class funds, ETFs and investment strategies. |
Dynamic Financial Planning
Our financial planning software allows your clients to monitor, budget, and optimize their financial life in real time |
Access To Financial Advisors
Our advisors are available to help your clients by phone, web conference, chat, or email. |
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Information Protection
We keep your clients' private information just that, private. |
Smart Rebalancing
Our automated rebalancing software seeks to enhance risk adjusted returns by systematically buying low and selling high. |
Online Account Opening
Your clients can open an investment account in minutes from their phone, laptop, or tablet. |
Solution Documents
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| For Credit Unions - Polaris Digital Wealth Advisor |