Solution introduction
An overlooked domain of the independent channel is the ability to offer clients centralized banking services comparable to those available at major wirehouses and private banks
At LinePoint, we provide our partnering financial advisors and SFO executives with access to comprehensive personal and business banking, lending, and capital markets solutions – to help them manage both sides of their clients’ balance sheet
- Online and mobile banking
- Portfolio-based lending
- Investment banking and M&A
- Business and real estate lending
- Checking and savings accounts
- Premium credit and debit cards
- Mortgages and HELOCs
- Cash management strategies
