InvestiFi
More Deposits
Keep Account Holders — and their assets — with your institution while helping them build a financially secure future.
InvestiFi’s digital investing solution integrates seamlessly into your existing digital banking platform to help retain deposits and existing Account Holders while attracting new ones.
our solutions
Bring investing inside.
Give your Account Holders the investing experience they’re looking for directly from the online banking experience they know and trust – yours!
Our unique funds flow allows users to buy and sell investments directly from checking, eliminating the need to move money to an external party to invest, bringing deposits back inside your financial institution’s ecosystem.
InvestiFi’s platform provides access to each of the following powerful investing solutions:
Stocks & ETFs
Our self-directed securities investing solution gives your Account Holders the ability to buy and sell 8600+ stocks and ETFs to begin or expand their investment portfolio, directly from their checking account.
Using our securities offering, you can:
- Provide fractional self-directed investing for as little as $1
- Improve growth through our unique funds flow that deposits the proceeds of an asset sale – or dividends paid – directly back into the Account Holder’s checking account
Guided Investing
Our Robo solution delivers a simplified approach to investing by delivering portfolio options that align with your Account Holders’ risk tolerance and interests.
Incorporating this powerful addition to your current wealth management offering can help you:
- Turn on a new stream of non-interest income by charging – and keeping – 100% of the AUM fees
- Keep deposits in house by using your FI’s Money Market Accounts as the cash equivalent component of the portfolio composition
Crypto Trading
Using this solution can help you to:
- Gain a new non-interest income stream by charging crypto transaction fees, of which you keep 100%
- Provide a more secure environment for your Account Holders to store their digital assets
why investifi
Are you losing deposits and Account Holders?
At InvestFi, we saw a legion of Account Holders hungry to explore investing and a nation of Community Credit Unions and Banks losing assets to FinTech apps.
So, we set out to bring digital investing to every Account Holder and Community Credit Union and Bank with a solution that’s secure, scalable and rooted in a “people helping people” mindset.
Our Platforms
“Bringing investing in-house improves our member experience AND reduces the movement of money to external investing apps. Adding InvestiFi’s digital investing platform to our solutions for members is smart, seamless and successful. It’s a win-win and the right thing to do.”
Security and Compliance
SOC 2 Type II
Compliance
Technology Error /
Omissions Cybersecurity
Insurance
Audited Financials
Written Information Security
& Data Protection Policy
- All data and PII in U.S. based data centers
- All data at rest and in transit is encrypted
Security and Compliance
SOC 2 Type II Compliance
Technology Error / Omissions Cybersecurity Insurance
Audited Financials
Written Information Security
& Data Protection Policy
- All data and PII in U.S. based data centers
- All data at rest and in transit is encrypted
InvestiFi
Ready for a demo?
Sign up now!
We’re excited to share more with you about the true impact bringing investing inside of your online banking experience can have for you and your account holders.
Complete the form to request and demo and we’ll be in touch!