Atlanta 1/20/2013 7:20:00 PM
News / Finance

BofI Advisor Provides Core Banking Products for Financial Advisors

BofI Advisor has taken financial advising to the next level by providing a package that financial advisors can draw from to in turn provide value for their clients. BofI Advisor’s appropriately named Concierge Services package not only provides secure core banking products, but also intuitive features that make the advising process easier. These products are as follow:  

  • Select Money Market accounts: Provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges
  • Select Checking accounts: Opportunity to earn interest along with high yields that beat the competition

  • Select Savings accounts: Highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
  • Select CD: High rates, high returns, and no risk

These low risk, high yield banking products help financial advisors maximize their clients’ returns. At the same time, the financial advisors have access to the following features from BofI Advisor.

  • Competition free environment without in-house wealth management
  • Strong product offerings with high interest rates and low or no fees
  • Consolidated reporting to view all their client accounts online

Financial advisors interested in offering their clients the high-yield banking products and services provided by BofI Advisor can learn more about the financial advisor program at: https://www.bofiadvisor.com/Advisors.aspx

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