The CertusWealth model is centered on financial planning provided by a team of wealth management experts at CertusBank.
Bob Hogan, executive vice president, Wealth Group executive for CertusBank, said CertusWealth will provide customers advice and access to wealth products including private banking, trust, asset management, brokerage, and insurance.
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Along with CertusWealth, the bank has also launched a new website displaying their financial solutions, featuring resource links and ecommerce tools that enabled in wealth management.
The key solutions being displayed in the site are C-Plan, SecureSweep and C-Direct.
C-Plan is an information gathering tool which will allow customers to know their net worth anytime and anywhere. It will also enable users to digitally store all critical life documents, so that they can maintain them in a safe and secure location that’s easily accessible.
SecureSweep is a sweep account that moves idle cash in a CertusBank checking account into a fully collateralized investment account, without any sweep restrictions. The investment accounts are collateralized by US government and agency securities and it will also offer a premium return on the excess cash balances.
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By GlobalDataC-Direct is an online discount brokerage product priced at US$9.99 per equity trade and caters to the investors who prefer taking their investment decisions.
