The Program includes member support from live advisors. Our advisor teams' involvement is determined at your discretion.
As members travel along their wealth management journey with their dedicated financial advisors, our platform collects structured and unstructured member-permissioned data that would otherwise be inaccessible for your credit union. The data is organized and shared with your credit union through regular reports as part of our program management. Our advisors may help members with general financial advice, account support, portfolio management, account selection, rollovers/transfers, and more. Our advisors are available by chat, phone, email, and/or videoconference.