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.
Investment advisors and their clients have the opportunity to obtain extended FDIC insurance.
Offer clients the ability to obtain securities-based loans at attractive rates using their securities portfolio as collateral.
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.