High Touch, High Tech Wealth Solutions 

Designed to provide your members with an outstanding experience throughout their financial journey. 

Wealth Management

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Interested in providing your members with wealth services from a trusted advisor? Our wealth management program ​provides knowledgeable and experienced advisors equipped with the latest technology to deliver fiduciary advice to your members.

Robo-Advisor

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Today's technology savy clients expect a personalized and interactive digital platform to manage their wealth. With our robo-advisory platform we equip credit unions with a turnkey automated, online investment platform.

Retirement Plan

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We offer credit unions low-cost, flexible, fiduciary retirement plans that are optimized to meet the needs of your employees. 

Your wealth management partner

Polaris was founded and is committed to serving as a dedicated wealth management partner to credit unions. We specialize in helping credit unions develop custom wealth management programs through an ongoing collaborative, long term relationship. For each of our wealth programs we provide the marketing, training, support, technology, and compliance to provide your members with an outstanding experience.  

​Compliance

Support

Technology

Marketing

​Practice Management

​Cooperative Values

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Successful Wealth Management Programs

Polaris provides wealth services for many financial institutions. Please select your institution type below to learn more about the services and programs available to help your organization.

Good example: https://bankersbank.com/solutions/wealth-management/

https://www.temenos.com/us/solutions/credit-unions/

InvestCloud

We're InvestCloud - California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.

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Bank RIA / Wealth management Program
- offer full service wealth management through our remote advisor model, receiving XYZ.
Robo Advsisory solution
- compliement existing WM with a small account solution providing digital based wealth mgmt
Workplace
- provide benefits for your employees including XYZ
​Credit Union RIA / Wealth management program
- offer your members full service wealth management through our remote advisor model, receiving XYZ.
Credit union robo advisor
- small
Credit Union Investment Services
- invest credit union funds into low risk, lost cost approved ETF/mutual funds to gain better return for the CU and members best interests
Business benefits program (sub pages: hsa, retirement, benefits)
- provide your employees with superior benefits services including HSA/retirement plans/ and other things
RIA / FI Consulting (elaborate)
- Polaris expert advisor consultant work on your behalf to develop and deliver your wealth solutions to meet your organizations strategic initiatives.
​Anything else?

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