Galileo Wealth Management Solution

Grow assets under management and win new clients.

Galileo Wealth Management Solution

The Galileo Wealth Management Solution combines a cash management suite with wealth accumulation and decumulation functionality, creating a market differentiator that financial advisors use to win new assets and attract new customers.

Offer customers at any stage of life a complete financial solution that eliminates their need to work with multiple entities to manage bank and investment accounts—increasing your share of wallet and, ultimately, assets under your management.

Your financial advisory customers don’t expect ordinary; show them how extraordinary you can be.

Show your customers what extraordinary means in financial advisory services.

Whether you’re a broker-dealer, RIA or wealth management technology provider, integrating the Galileo Wealth Management Solution differentiates your services from everyone else’s.

Use this new tech-based opportunity to incorporate best-in-class financial solutions into your financial advisory practice, eliminating asset silos that are inconvenient for your customers and keep assets outside your management.

The Galileo Wealth Management Solution delivers a comprehensive cash management suite of services, so it’s perfect for customers’ everyday banking activity. It combines total liquidity with bank-like accessibility, including a mobile app, debit card, P2P transfers, ATMs and more.

And, its wealth accumulation and decumulation services assist you in supporting customers at any stage of their financial lives—while accumulating assets during their peak earning years or decumulating during retirement.

You can implement the Galileo Wealth Management Solution fast, whether you choose the turnkey option, require customization to create features that meet your exact requirements or integrate our technology to work within your current operations.

Reduce the need for your customers to work with others to manage their money.

More Clients/
More Assets

Offer more services to attract more clients and increase assets under management.

Diversify Client Demographics

Offer a different customer experience to diversify client demographics (e.g., attract more women, millennials and Gen Xers) to build your client base and increase assets.

New Distribution
Channels

Open new distribution channels to attract more clients and increase assets.

Sectors Using the Galileo Wealth Management Solution

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All Galileo Solutions