Unlock a big opportunity with small accounts
We bring together everything that is required to provide your credit union with a profitable and scalable investment management platform designed for members below your minimum threshold. Our turnkey solution includes a financial advisor, digital wealth platform, marketing content, compliance, and practice management. The free program generates non interest income through our revenue share while simultaneously increasing capacity and unlocking growth opportunities for your existing wealth business.
Program Features
Your credit union receives extensive resources and support to launch and grow your small account program. A program manager works in partnership with your team to develop a transition and growth strategy tailored to the needs of your advisors and membership.
Financial AdvisorWe provide your credit union with an experienced, trained, and knowledgeable advisor focused on serving the needs of your mass affluent members. Advisors work with members to match their goals, risk tolerance, and time horizon with a portfolio that is right for them. Advisors are accessible via chat, email, phone, screen share, and/or video conference.
Digital Wealth PlatformOur platform is designed to provide your members with an elegant and responsive digital experience. Members have 24/7 access to an intuitive client portal that provides digital account opening, performance reporting, holding analytics, risk profiling, fractional share trading, robo-advisory, data aggregation for held-away accounts, and a document center.
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Managed PortfoliosWe offer members a diverse range of low cost, goal based professionally managed portfolios. Our portfolio series include: core, passive, active, equity income, managed risk, thematic, fixed income, socially responsible, biblically responsible portfolios across a spectrum of risk levels. Portfolios can be further tailored to the investment needs of your members.
Multi-Channel MarketingWe provide marketing content and guidance to help promote the program and services in addition to live and recorded webinars and seminars. Marketing content includes website, print, direct mail, newsletters, advertising, email, social media, webinars, and seminars. Active marketing efforts help to create program success. We provide employee training coupled with multi-channel marketing content. Your credit union retains control over the marketing efforts to protect member relationships and your reputation.
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A Seamless Transition
We take a consultative approach to help you create a dynamic transition plan for members. Our team can assist with member segmentation, bulk account opening, ACAT transfers, and bidirectional referrals. Our goal is to make the transition a seamless experience for members and your team. Polaris' Small Account Program is a perfect opportunity to transition the smallest segment of your book of business, which can be unprofitable and time consuming. This transition can instantly turn unprofitable accounts to profitable ones and significantly free up time for your team.
A Complimentary, Cooperative Program |
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The program is free to your credit union regardless of number of members or asset size. Your credit union receives recurring non-interest income on a quarterly basis. As assets under management increases your credit union's income stream increases as well.
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As a Registered Investment Advisor, Polaris is obligated to put member's interest ahead of its own and provide unconflicted fiduciary advice. Members pay one transparent, annual fee. There are no account minimums, commissions, or account fees.
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See how we can help you streamline your wealth business.
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Michael McDermott
Head of Program Management michael@partnerpf.com Ph. 708.487.1458 Schedule a time to chat. |
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