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More than 50% of Americans prefer to invest
with their trusted financial institution
with their trusted financial institution
Does your financial institution offer an investment
product your clients want?
product your clients want?
Eko’s digital investment solution
Integrated into your digital platform
Eko is seamlessly integrated into your digital platform, using your existing single sign-on
Creates personal portfolios
Each user gets a personalized portfolio based on risk level and investment goals
Impact investing productUsers can further customize their portfolio by selecting topics portfolio, such as female leadership or renewable energy
Automatically connected with banking
Banking and investing are automatically connected, so users can seamlessly fund their investment account or send money the other way
Monitors your portfolio
Eko monitors users’ portfolios, while giving access to engaging dashboards showing their live performance
Impact investing productOur impact product also tracks the sustainable impact a portfolio generates
Integrated into your digital platform
Eko is seamlessly integrated into your digital platform, using your existing single sign-on
Creates personal portfolios
Each user gets a personalized portfolio based on risk level and investment goals
Impact investing productUsers can further customize their portfolio by selecting topics portfolio, such as female leadership or renewable energy
Automatically connected with banking
Banking and investing are automatically connected, so users can seamlessly fund their investment account or send money the other way
Monitors your portfolio
Eko monitors users’ portfolios, while giving access to engaging dashboards showing their live performance
Impact investing productOur impact product also tracks the sustainable impact a portfolio generates
Eko’s features
Personalized portfolios based on risk appetite and investment goals
White-labeled: your users feel like they are investing with you
Total onboarding done within 5 minutes
Live dashboard showing the financial performance of your portfolio
Unlimited withdrawals and deposits, at no charge
Financial statements / legal documents on demand
Portfolio monitoring, including periodical rebalancing
Data on the investment behavior of your clients
$10 account minimum
Automated emails to your users such as weekly performance
Custom designs for every financial institution
Single sign-on for banking and investing
Our Impact investing product
For financial institutions with a more impactful focus, we offer an ESG product your customers will love
Align investments with your values, ranging from renewable energy to Black leadership
All portfolio companies meet strict sustainability thresholds and are financially stable
We quantify both financial returns and sustainable impact of your portfolio
Eko vs Financial Advisor
| Eko | Financial Advisor | |
|---|---|---|
| Keep clients on your platform | Yes | No |
| Live dashboards of portfolio performance | Yes | No |
| Automatically connected with bank accounts | Yes | No |
| Fully digital, no FTEs required | Yes | No |
| Improve your product offering | Yes | No |
| Attract younger customers | Yes | No |
| Minimum investment amount | $10 | $7,500 (average) |
| Average duration of onboarding new investment client | 5 minutes | 12 days |
| Percentage of banking clients to use investment product | 12%vs | 1% |
Percentage of banking clients to use investment product
Eko 12%
Financial Advisors1%
Eko focuses on digital users, so it can co-exist with your financial advisor