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 | 17%vs | 1% |