Digital Platform

Embrace Every Member.

A modern and intuitive digital wealth experience.

Our online investor portal offers members rich features and detailed insights into their investments. Members can view their dashboard, holdings, performance, account aggregation, statements and document vault at any time. The investor portal also allows members to open additional accounts, link banking accounts, and transfer funds. 

We take a flexible approach to incorporate your brand, workflows, and desired member experience. Our program management team partners with you to design and implement a solution that meets your business needs.

All in one member financial dashboard
 Our platform brings together digital onboarding & account opening, member portal, goal based investment portfolios, and live advisor support. 

Online Member Portal

Our intuitive and modern online portal offers members rich features and detailed insights into their investments. Web based and mobile versions available. 

Members can view their dashboard, holdings, performance, account aggregation, statements and document vault at any time. The portal also allows members to open additional accounts, link their bank account, and transfer funds.

Advisor Guided Experience

Our advisors guide members through their investor portal - explaining the financial advice, account support, portfolio management, account selection, rollovers/transfers, and more. Our advisors are available by chat, phone, email, and/or videoconference.

Our team handles all platform support for members, from technical questions to simple password-reset. ​

Digital Onboarding

Members can digitally open accounts, transfer funds, securely upload documents, and schedule a time to meet with their advisor. No paper forms or long waiting process required. 

Account opening can be done in minutes, not days. Funds may be transferred via ACH, check, wire, or ACAT. 

Interactive Planning

Members engage with our easy to use questionnaire to share their goals, time
horizon, risk, tolerance, and values. Members can adjust their plans & goals at any time. 

Scenario planning through the financial dashboard allows members to see which of many paths might best help them achieve their goals.

When to retire?.. How much to save?.. Compare different strategies in an easy-to-understand visual format. 

Program Benefits

Increase capacity
for member services

Generate
recurring non-
interest income

Unlock growth opportunities &
​lead generation

Drive digital
engagement &
adoption
© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Credit Union Wealth Group has a partnership with credit unions to provide investment advisory services to their members. The credit unions are not investment clients of Credit Union Wealth Group but have a revenue sharing relationship that can create a conflict of interest.