SELF-DIRECTED BENEFITS
White Label Solution
“Custom branded” digital investing platform delivering your proprietary investment models through mobile friendly interfaces
Increased Client Engagement
Digitally connect and interact with your clients. Provide access to current investor reports, communicate timely market commentary, introduce your investors to other services, etc…
Streamlined Operations
Increase efficiency through a paperless account opening process and streamlined back office operation
Scale Your Business
Digital investing platforms position you to offer a more comprehensive solution allowing you to profitably manage accounts with low account minimums; enhancing your ability to support the rapidly growing millennial market
Build Your Brand
Optimize digital communications by servicing both large and small accounts, allowing you to provide a more comprehensive service offering