Regulatory compliance (SEC/FINRA registrations), tax reporting, portfolio management and execution management are all takes care of by Eko. This means FIs can offer investments, without having to do any paperwork.
Eko makes investing possible for everybody, starting from as little as $10. We don't replace a financial advisor, we just make your investment offering more extensive.
Because Eko is automatically integrated with digital banking, users can seamlessly deposit and withdraw funds as often as they want, without any charge.
You get insights on how your clients invest. For example, if a client takes a lot of money out, it will be known by you as an FI. This way you can potentially help your client with a big purchase they want to make.
FIs that use Eko see a significant increase of deposits over time
Eko is the only Q2 partner that integrates a digital investment solution directly in your existing digital platform. This way your clients never have to leave your website.
When you offer Eko, on average 12% of your banking clients will also investing with you. This compared to <1% if you only offer investments via a financial advisor.
Whether you your users want a recommended portfolio based on their risk appetite and investment preferences, or want to pick their on stocks, ETFs or crypto, all is possible.