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
Contact
(888) 212-9940
​​support@cuwgroup.com
Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.