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What is OLYMPIC Banking System?

Revamping and fine-tuning your operational processes can significantly boost efficiency while addressing the changing needs of your clients. Through the automation and enhancement of these workflows, financial advisors and wealth managers can swiftly adapt their services to align with client preferences. In today's fast-paced investment environment, offering a diverse array of alternative investment choices—including REITs, socially responsible investments (SRIs), ESG-driven strategies, private equity, philanthropy, and cryptocurrencies—becomes crucial for attracting new clients and maintaining loyalty with existing ones. The relationship between clients and wealth managers has notably transformed, with face-to-face interactions becoming less desirable. Still, providing personalized investment advice that takes into account individual risk tolerances, life goals, and personal tastes remains a vital service. In this scenario, it is increasingly imperative to offer sophisticated and customized omnichannel digital solutions throughout the entire client experience to meet their expectations for ease and efficiency. Furthermore, as the financial landscape continually changes, proactively managing and exceeding client expectations will be essential for achieving long-term success. This proactive approach not only fosters stronger client relationships but also positions firms as leaders in the competitive market.

What is Equity Trust?

An Equity Trust self-directed account allows you to take control of your investment choices. We provide our clients with advanced tools and technology that streamline the investment process for both traditional and alternative assets, all within a single, user-friendly platform. Finding profitable investment opportunities for your self-directed account has never been more straightforward. Welcome to Investment District, where you can explore top-tier platforms and providers in various sectors such as cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate. Take command of your financial future by creating a tailored portfolio that gives you the flexibility to invest across both alternative and traditional assets, which can help reduce or even eliminate taxes on your investments. Equity Trust meets your diverse needs by offering a variety of options, including individual accounts, small business plans, and education and health savings accounts. Furthermore, you will have access to an extensive range of resources, including FAQs, both online and in-person events, the Investor Insights blog, success stories from clients, educational videos, and much more to support your investment experience. As you embark on this journey towards financial independence, you will confidently navigate through a wide array of investment options available to you. Embrace the potential of your investment strategies and take the first step towards achieving your financial goals today.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ERI

Date Founded

1989

Company Location

Switzerland

Company Website

www.olympicbankingsystem.com

Company Facts

Organization Name

Equity Trust

Company Location

United States

Company Website

www.trustetc.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

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