Bank Trust Department and Independent Trust Companies

Adhere to elevated fiduciary standards, regulatory oversight frameworks and higher average FDIC insurance requirements. Integrate seamlessly with your trust accounting platform to provide clients with extended FDIC insurance and same-day liquidity without the risk of NAV volatility or gates and fees. Offer securities-based lines of credit as a tax-effective and convenient way to address short-term borrowing needs.

Broker Dealers

Develop more entrenched relationships with your clients. Offer extended FDIC insurance as part of your cash management account offering via a flexible system that can support a wide range of customer segments. Connect with affiliate banks to offer securities-based lines of credit to clients looking for a tax-effective and convenient way to address short-term borrowing needs.

Registered Investment Advisors

Adhere to elevated fiduciary standards and meet higher average FDIC insurance levels. Obtain extended FDIC insurance via an Insured Deposit Program that integrates seamlessly with your custodian(s). Offer clients the ability to obtain tax-efficient and convenient securities-based lines of credit at attractive rates using their securities as collateral via a fully automated, paperless loan origination.

Wealth-Tech

Offer automated financial solutions to your clients as part of your acquisition strategy. Provide sweep platforms to clients that offer extended FDIC insurance without the risk of NAV volatility or gates and fees and with same-day liquidity and net yields that have consistently outperformed government and treasury money market funds.