Credit Unions and Banks

Industry leadership from day one.

With over 25 years blazing trails in financial institution investment services, we know how to guide your program to growth. By delivering progressive technology, products, and capabilities, we provide the smart, seamless solutions you and your financial professionals need.

Today’s investors have a lot of choice. We’ll help you be the best one.

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A better program, by the numbers.

47 of 50 top programs grew revenue year-over-year

73% support cases resolved in 0 to 5 hours

1,000s of choices from our world class products and solutions

13M+ logins to our Clear1 client portal

28% average growth in year-over-year revenue

75% of programs broke their own revenue record in 2021

Build the program just for you.

Our four program models are starting points to customize your program. Grow, change direction, and add or reduce services as needed—without worrying about impacting your clients or members. And without getting locked into a path that no longer serves your interests. Not sure where to start? We’ll help you determine what’s best for your institution.

Managed

Financial professionals and program managers are employees of our broker-dealer. We also provide the platform, tools and training, compliance oversight, and personalized support to help your investment program succeed.

Dual

Financial professionals and program managers are employees of your institution. We provide the platform, tools and training, compliance oversight and personalized support to help your investment program succeed.

Hybrid

Financial professionals are employees of your institution. We provide a dedicated program manager, dedicated financial professional development manager, along with the platform, tools and training, compliance oversight and personalized support to help your investment program succeed. We also offer reimbursement based on your financial professionals’ compensation.

Piggyback (Clear Through)

Keep your current broker-dealer and brand equity while ‘piggybacking’ on our strengths, so your bank or credit union can control the client experience, reputation, products and fees, immediately upgrade your digital platforms, and leverage our behind-the-scenes resources and scale. And because no conversion is necessary, you avoid disruption for your clients and financial professionals.

Nationwide reach.

All over the U.S., financial institutions are creating strong customer and member relationships with the resources and strategic support they get from Atria.

Be better here.

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