Adding this solution to your current offering can help :

• Maximize your deposits by leveraging your FI’s Money Market Account as the cash-equivalent component of the portfolios options provided to your Account Holders
• Turn on a new revenue stream by keeping the AUM fees*, directly benefiting your investment growth
• Offer guardrails to your Account Holders by helping investors consider their options and rebalance their portfolios as interests or risk-tolerance changes
• Give your Account Holders an “on-ramp” to investing for as little as $20 to start a portfolio
• Complement your internal Wealth Management services by notifying your in-branch RIA after investors have reached a certain threshold of investment
• Tooling built to ingest in-branch advisor’s portfolios + risk questionnaires, and allow your FI’s BD / RIA to embed user-facing legal documents to onboard digitally through InvestiFi to your BD / RIA