With over 25 years blazing trails in financial institution investment services, we know how to guide your program to growth. By delivering progressive technology, products, and capabilities, we provide the smart, seamless solutions you and your financial professionals need.
Today’s investors have a lot of choice. We’ll help you be the best one.
47 of 50 top programs grew revenue year-over-year
73% support cases resolved in 0 to 5 hours
1,000s of choices from our world class products and solutions
13M+ logins to our Clear1 client portal
28% average growth in year-over-year revenue
75% of programs broke their own revenue record in 2021
Our four program models are starting points to customize your program. Grow, change direction, and add or reduce services as needed—without worrying about impacting your clients or members. And without getting locked into a path that no longer serves your interests. Not sure where to start? We’ll help you determine what’s best for your institution.
Managed
Financial professionals and program managers are employees of our broker-dealer. We also provide the platform, tools and training, compliance oversight, and personalized support to help your investment program succeed.
Dual
Financial professionals and program managers are employees of your institution. We provide the platform, tools and training, compliance oversight and personalized support to help your investment program succeed.
Hybrid
Financial professionals are employees of your institution. We provide a dedicated program manager, along with the platform, tools, training, compliance oversight, recruitment and personalized support to help your investment program succeed. We also offer reimbursement to help offset the cost of your financial professionals’ compensation.
Piggyback (Clear Through)
Keep your current broker-dealer and brand equity while ‘piggybacking’ on our strengths, so your bank or credit union can control the client experience, reputation, products and fees, immediately upgrade your digital platforms, and leverage our behind-the-scenes resources and scale. And because no conversion is necessary, you avoid disruption for your clients and financial professionals.
