Galileo Asset Management Solution

Expand and deepen financial advisor relationships.

Galileo Asset Management Solution

The Galileo Asset Management Solution combines a cash management suite with wealth accumulation and decumulation functionality, creating a market differentiator that asset managers use to expand and deepen relationships with their financial advisor and recordkeeper clients.

With the Galileo Asset Management Solution, you empower your financial advisor and recordkeeper clients to compete for checking, savings, traditional brokerage and rollover IRA assets—increasing their assets under management.

You also empower them to attract new customers from the underserved segment of wealth management—including women, millennials and Gen Xers—who are particularly attracted to the liquidity, security, convenience and full digital access provided by the services the Galileo Asset Management Solution enables.

Give your financial advisor and recordkeeper clients what they want: a quality tech solution that delivers new customers and more AUM.

As an asset manager, you’re looking for quality tech solutions that differentiate your investment offerings from your competitors’ and capture exclusive shelf-space with your financial advisor and recordkeeper clients.

With the Galileo Asset Management Solution, you capitalize on that opportunity with white-labeled, best-in-class banking services that your clients incorporate into their practices. They benefit from new customers and increased assets under management. And, you benefit by expanding and deepening relationships with your clients and driving incremental revenue.

The Galileo Asset Management Solution includes a comprehensive cash management suite of services that combines total liquidity with bank-like accessibility features—including a mobile app, debit card, P2P transfers, ATMs and more—so it’s the perfect choice for everyday banking activity.

And, the wealth accumulation and decumulation services assist your clients in supporting customers at any stage of their financial lives—while accumulating assets exclusively into your investment offerings during their peak earning years or decumulating during retirement.

Give your financial advisors and recordkeepers clients a robust solution with a serious marketplace advantage.

Give your clients a serious marketplace advantage.

More Clients/
More Assets

Offer more services to attract more financial advisor and recordkeeper clients and increase assets.

Get
Exclusive

Capture exclusive distribution opportunities with financial advisors and recordkeepers by providing technology linked only to the asset manager’s funds.

New Distribution
Channels

Open new distribution channels for financial advisors and recordkeepers to attract more clients and increase assets.

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