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.
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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
Compliance
Support
Technology
Marketing
Practice Management
Cooperative Values
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.
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.
Pages to include (have like a super brief description/preview for the pages to elaborate):
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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