News / Financial Services
Financial Advisors Utilize BofI Advisor’s Concierge Financial Services to Provide Value to their Clients
BofI Advisor created Concierge Financial Services to help provide financial advisors with the right products for the their clients.
These low risk, high-yield core banking products include:
- 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 Certificate of Deposits: High rates, high returns, and no risk
In order to provide the best possible services to their clients, financial advisors must be able to rely on sound investment vehicles. Clients are able to minimize risk and maximize return potential with these options available from BofI Advisor.
Leveraging these products, Financial Advisors are backed with the strength and support of BofI Advisor’s customer service. Each financial advisor has direct access to a team of BofI Advisor financial industry specialists that are capable of answering questions related to each account.
BofI Advisor provides first class customer service and features that enable Financial Advisors to make the most of their clients’ budgets. These features are as follows:
- 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, or by calling (866) 923-7114.
