TBS partners with emerging Wealth-Tech clients to help them offer automated financial solutions to their clientele by leveraging our flexible technology capabilities.
Our Insured Deposit Program (IDP) offers advisors and their clients the opportunity to obtain 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.
Offer clients the opportunity to obtain extended FDIC insurance.
Total Bank Solutions has years of experience serving the needs of Wealth-Tech clientele, combining deep industry experience with superior business processes and technology enhance their offerings to provide differentiating value to clients, gain efficiency, and drive growth.
Our solutions offer extensive back-office systems integration, customizable reporting and data exchange capabilities, full integration with third-party providers along with robust risk management.