BofI Advisor Delivering High-Yield Banking Products and Services to Clients of Financial Advisors
Posted on
8/7/2012 10:21:05 AM
in
#Finance
|
0 comments
comments
As a
concierge program designed to provide a financial advisor’s clients with
competitive core banking products, strong customer service and superior
earnings, BofI Advisor has quickly become the bridge by which an
advisor strengthens their relationship with those who entrust them with their
money.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI),
truly understands what financial advisors are looking for when it comes to their
clients and that is why they provide high-yield banking products and services
along with excellent customer care, all serving to meet the needs of not only
the clients but the financial advisor as well.
Through an
agreement with broker-dealers BofI Advisor has made these products and service
available to qualified financial advisors, giving them the opportunity to offer
core banking products that include Select Money Market providing a highly
competitive rate, plus liquidity, flexibility and accessibility with limited
check writing privileges; Select Checking, providing An Interest Earning
Checking Account with high yields that beat the competition; Select Savings,
providing a safe and secure Savings Account with a highly competitive rate; and
Select CD, providing high rates, high returns, and no market risk.
Along with
these products BofI Advisor has plenty of benefits to offer financial advisors
due to the fact BofI Advisor operates in a competition free environment without
in-house wealth management and provides financial advisors with the ability to
access consolidated reporting to view all their client accounts online once
permission has been provided by clients.
To learn
more about how you can provide the high-yield banking products and services to
your clients please visit: https://www.bofiadvisor.com/Advisors.aspx
|