AUTOMATED DIGITAL ADVICE
Offer wealth accounts
to all your customers
Create profitable relationships for any
size wealth account, retain deposits,
and increase customer and advisor
satisfaction.
AUTOMATED DIGITAL ADVICE
Offer wealth accounts
to all your customers
Create profitable relationships for any size wealth account, retain deposits, and increase customer and advisor satisfaction.
AUTOMATED DIGITAL ADVICE
Stop losing emerging
wealth accounts to
nimble fintechs
Fight fire with fire by delivering goals-based
automated digital advice to all your customers.
Digital retains deposits & customers
Lowering the bar for opening a brokerage
account lets you recapture emerging wealth
customers looking for advice outside of your
financial institution.
Create long-term
wealth relationships
Working with your customers earlier in their
wealth journey ensures that you are there as
their assets and account sizes grow.
Goals-based advice
uncovers intent
When your customers tell you what their goals are, you are able to deliver more appropriate, positive outcomes, while laying a foundation for future opportunities at your financial institution.
Supported systems
The Harvest Platform connects to many
leading brokerage and trust accounting
systems.
BROKERAGE SYSTEMS
AUTOMATED DIGITAL ADVICE
“The Harvest Platform has allowed us to not only keep lower balance accounts, but to make them profitable as well.”
Edmon “Jake” Tomes
CEO and Wealth Advisor, Level Four
Advisory Services
Stop losing emerging wealth accounts to nimble fintechs
Fight fire with fire by delivering goals-based automated digital advice to all your customers.
Stop losing emerging wealth accounts to nimble fintechs
Fight fire with fire by delivering goals-based automated digital advice to all your customers.
Digital retains deposits
& customers
Lowering the bar for opening a brokerage account lets you recapture emerging wealth customers looking for advice outside of your financial institution.
Digital retains deposits
& customers
Lowering the bar for opening a brokerage account lets you recapture emerging wealth customers looking for advice outside of your financial institution.
Create long-term
wealth relationships
Working with your customers earlier in their
wealth journey ensures that you are there as
their assets and account sizes grow.
Create long-term
wealth relationships
Working with your customers earlier
in their wealth journey ensures that
you are there as their assets and
account sizes grow.
Goals-based advice uncovers intent
When your customers tell you what their goals are, you are able to deliver more appropriate, positive outcomes, while laying a foundation for future opportunities at your financial institution.
Goals-based advice uncovers intent
When your customers tell you what their goals are, you are able to deliver more appropriate, positive outcomes, while laying a foundation for future opportunities at your financial institution.
Supported Systems
The Harvest Platform connects to many leading brokerage and trust accounting systems.
BROKERAGE SYSTEMS
AUTOMATED DIGITAL ADVICE
“The Harvest Platform has allowed us to not only keep lower balance accounts, but to make them profitable as well.”
Edmon “Jake” Tomes
CEO and Wealth Advisor, Level Four Advisory Services
