Turnkey Digital Wealth Program

Embrace Every Member.

Complementing Your
​Wealth Business

The Digital Wealth Program provides members with access to an automated investment management service with live advisor support. Designed to complement an existing wealth management business, this program is a great solution to profitably serve members of all account sizes. 

We take a flexible approach to incorporate your brand, workflows, and desired member experience for your Digital Wealth Program. Our program management support partners with your team to design and implement a solution that meets your business needs. The program is free to your credit union and generates recurring non-interest income. 

Program Features
 The Digital Wealth Program brings together digital onboarding & account opening, member portal, goal based investment portfolios, and live advisor support. 

Financial Advisor Support

The Program includes member support from live advisors. Our advisor teams' involvement is determined at your discretion.

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.

Digital Onboarding

Members interact with our easy to use questionnaire to share their goals, time
horizon, risk, tolerance, and values.

Our software assesses the member responses and provides a recommended portfolio. Members can open and fund their investment account in minutes from the convenience of their smartphone, tablet, or desktop.

Goal Based Portfolios

Members have access to a selection of twenty eight managed portfolios. Portfolios series include fixed income, multi asset, income, biblically responsible, equity, and thematic.

For each series, risk levels range from conservative to aggressive. Account types include Individual, IRAs, and Joint.
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Online Member Portal

Our intuitive and modern online 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 portal also allows members to open additional accounts, link their bank account, and transfer funds.

Program Benefits

Increase capacity
for your wealth
​ business

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.