To meet the demands of their clients, financial advisors are constantly searching for the most rewarding products capable of delivering high returns. This search can be arduous as it’s often discovered that what’s being offered simply doesn’t meet the high standards of the financial advisor.
Recognizing how important clients are to a financial advisor and knowing that only the best will do BofI Advisors, a division of BofI Federal Bank, has created a lineup of core banking products capable of producing the kind of returns financial advisors are looking for and their clients are expecting.
This lineup of banking products that financial advisors can offer their clients 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.
Of course BofI Advisors also understands that financial advisors have their own needs that have to be met and that is why they designed their program with features that include consolidated reporting so that financial advisors can view all of their client accounts online once client permission has been granted, as well as a competition free environment without in-house wealth management.