Wealth management resources and support
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U.S. Bank and its affiliate U.S. Bancorp Investments work together to provide a comprehensive and seamless approach to client needs. It’s an approach that enables you to serve clients holistically and surround them with extensive knowledge from a team of financial professionals.
You and your team work collaboratively to help each other, and to help your clients work toward reaching all of their financial goals.
U.S. Bank provides wealth planning, private banking, business banking, trust administration.
U.S. Bancorp Investments provides wealth planning, insurance, investments and brokerage services.
We offer integrated technology platforms and resources that help our Wealth Management teams work more efficiently, onboard and service clients, deepen and broaden relationships and deliver an outstanding client experience that leads to loyalty and advocacy.
MoneyGuidePro® offers best in class financial planning with innovative features that streamline and facilitate the planning process and enable you to interact with your clients in new ways. It’s focused on client goals and needs, enables long term planning calculations and offers real time plan updates and anytime/anywhere access. It also integrates with an account aggregation platform giving you a clearer picture of your client’s financial position and enabling you to see held-away accounts.
Salesforce helps you manage clients more efficiently, identify prospective clients across the bank, gain and share referrals across business lines and actively collaborate in real time. It enables you to keep records of all client and prospect communications and set up an automated process for client and prospect communication touch points.
Asset Management Platform provides proprietary research and insights for you and your clients. This includes ongoing market and economic updates, market update calls, situation analysis papers as well as midyear and annual outlooks.
AnnuityNet access an online Life, LTC and Disability Insurance Platform that offer immediate Annuity quotes and easy company and quote comparisons.
Morningstar Advisor Workstation delivers research and data, including practical research and investor focused reports to support your recommendations.
WealthStation the primary workstation platform integrates with all other systems and provides account records, client documentation and trading capabilities.
Marketing support helps you reach prospective and existing clients. You’ll have access to a suite of marketing resources, including advisor and team bios and websites, national and local marketing campaigns, lead-nurturing campaigns, content including marketing collateral, presentations, educational papers and market updates, plus a turnkey social media program utilizing Hearsay Advisor Social to help you engage with clients and prospects on LinkedIn and Twitter.