Cash and Asset Management
Think how adding these features to your core capabilities could cement client loyalty and expand your AUM.
When financial advisors, investment firms, broker-dealers, recordkeepers and money managers want to help their clients manage and grow their cash and other assets, they turn to Galileo. Our flexible platform enables comprehensive financial solutions for every stage of your clients’ lives.
Own a bigger slice of your customers’ financial profile.
- Emergency sidecar savings accounts to complement wellness products
- Financial planning fee collection
- Multi-family office client bill payments
- Financial advisor-driven ACH and wire money movement for clients
- High-yield savings accounts
- Bank deposit sweep programs
- Health Savings Accounts (HSAs)
