Accessing new avenues to leverage existing wealth.
Through strategic alliances with non-bank wealth management platforms, we enable wealth advisors to expand their service offering to better compete with larger and more fully-resourced institutions.
$2.2+ trillion
in partner AUM
30,000+
financial advisors served
$1+ billion
in lending commitments
Always a partner, never a competitor.
As an FDIC member institution offering a portfolio of financial products and services, we give financial intermediaries a broader range of financial planning tools to deploy on behalf of their clients, enabling them to better retain and attract more client assets. Our flagship program, tailored specifically for the wealth market, seamlessly links integrated cash management functionality to investment services. And because we do not offer advisory or brokerage services, there is never a competitive threat – only true partnership. A critical competitive advantage for independent financial advisory platforms, non-depository trust companies and family offices, our highly customized range of premium lending and depository products and services can be fully private-labeled – end-to-end – to ensure that the client’s brand remains distinct and where their customers’ loyalty remains.
Now a common term in financial services, SBLOC (Securities-Backed Line of Credit) was coined at The Bancorp. It’s also one of the most powerful financial tools both an advisor and their client can use. An SBLOC gives an investment portfolio owner the freedom to access the value of their portfolio without disrupting any of the investments within it. Portfolio owners love the freedom and liquidity an SBLOC provides; their advisors appreciate that their carefully-crafted investment strategy stays in place, and as no securities have been liquidated, full assets remain under their management.
MORE INFORMATION“Our strategic partnership with The Bancorp has allowed us to offer our financial advisors a liquidity option for their clients that keeps their investment strategy intact and assets under management.”
Designed expressly for the needs of financial advisors, our Advisor Acquisition Program addresses the unique characteristics inherent in the acquisition or sale of a financial services practice. Designed to facilitate a variety of circumstances, from planned internal succession, an unplanned sale, transition from employee practitioner to sole practitioner and more, The Advisor Acquisition Program is designed with the future in mind. Whatever the circumstance, our intimate knowledge of the industry, coupled with a unique understanding of the financial structure of advisory firms, makes us the best and most trusted source for advisor acquisition financing.
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Whether the need is for a cash vehicle in a brokerage account or a creative retirement planning option, the Master Demand Account (MDA) and the Master Demand Account Advantage (MDAA) are strong additions to any financial planning scenario. As the latest alternative to cash balances, the MDA [the first demand account registered with the National Securities Clearing Corporation (NSCC)], and the MDAA outperform money market fund averages while offering daily liquidity. As an FDIC member institution offering a portfolio of financial products and services, we give financial intermediaries a broader range of financial planning tools to deploy on behalf of their clients, enabling them to better retain and attract more client assets.
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