AUTOMATE

Offer wealth and
trust accounts to
all your customers

Create profitable relationships for any
size wealth account, retain deposits,
and increase customer and advisor
satisfaction.

AUTOMATE

Offer wealth and
trust accounts to
all your customers

 

Create profitable relationships for any size wealth
account, retain deposits, and increase customer
and advisor satisfaction.

AUTOMATE

Democratize wealth across
your institution

Be there for your customers at any point
during their wealth journey.

Use digital improve operating margins

Adjusting your wealth and trust offerings
via digital advice reduces the amount of
people-powered work performed by your
current employees.

Digital retains deposits & customers

Lowering the bar for opening a wealth or trust
account lets you recapture emerging wealth
customers looking outside of your bank.

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.

Supported systems

The Harvest Platform connects to many
leading brokerage and trust accounting
systems.

BROKERAGE SYSTEMS

TRUST SYSTEMS

AUTOMATE

“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

Democratize wealth across your institution

Be there for your customers at any point during their wealth journey.

Democratize wealth across your institution

Be there for your customers at any point during their wealth journey.

Use digital to improve
operating margins

Adjusting your wealth and trust offerings
via digital advice reduces the amount of
people-powered work performed by your
current employees.

Use digital to improve
operating margins

Adjusting your wealth and trust offerings
via digital advice reduces the amount of
people-powered work performed by your
current employees.

Digital retains deposits
& customers

Lowering the bar for opening a wealth or trust account
lets you recapture emerging wealth customers looking
outside of your bank.

Digital retains deposits
& customers

Lowering the bar for opening a wealth or
trust account lets you recapture emerging
wealth customers looking outside
of your bank.

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.

Supported Systems

The Harvest Platform connects to many leading brokerage and trust accounting systems.

BROKERAGE SYSTEMS

TRUST SYSTEMS

AUTOMATE

“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

See the Harvest platform in action.

See the Harvest
platform in action.

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