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Registered Investment Advisors

Technology for Advisors Looking to Enhance Client Relationships

Investment advisors are bound by their fiduciary duty to act solely in the best interest of their clients.

Advisors now have the opportunity to obtain extended FDIC insurance, daily liquidity and consistently better net yields when compared to government and US treasury money market funds with no NAV volatility risk (shadow NAVs) or risk of liquidity gates and fees. Clients also have the ability to obtain securities-based lines of credit at attractive rates using their securities portfolio as collateral.

Insured Deposit Program

Investment advisors and their clients have the opportunity to obtain extended FDIC insurance.

  • Diversification of deposit taking counterparties
  • Attractive income stream from cash sweep balances
  • Potential for better rates through term deposits
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Loan Management System

Offer clients the ability to obtain securities-based loans at attractive rates using their securities portfolio as collateral.

  • Fully automated, paperless loan origination process with electronic signature and approval capabilities
  • Create a scalable, complementary revenue stream
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Securities-Based Lending Platform

Fit-for-Purpose Technology

Total Bank Solutions has decades of experience serving the needs of RIAs, combining deep industry experience with superior business processes and advanced technology to create flexible client solutions. From program setup and implementation to daily reports and account reconciliation, we can do it all.

Our solutions offer a flexible program design, extensive back-office systems integration, customizable reporting and data exchange capabilities along with robust risk management.

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