Wealth Management Firms

Introducing a modern cash management account that can attract new
clients and extend existing relationships.

With a unique blend of banking and investing in a fully branded experience, we provide a differentiated and objectively better product for both advisors and clients – at no cost to either of them.

Our CMA product delivers:

  • The ability to capture new clients and new banking assets of current clients
  • A fully customized banking suite, including a debit card and mobile app that make your advisor a branded presence in the client's wallet and phone
  • Instant investment liquidity for your clients
  • Data analytics to gain new client insights and develop better financial plans
  • Enhanced client retention through integrated investing and cash management
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Partnering with ICM

Step 1 1

Discuss your needs with our integration team to determine the ideal cash management solution for your clients.

Step 2 2

Launch your branded experience with ICM's platform—fully customizable with your firm’s branding and client preferences.

Step 3 3

Monitor client engagement and performance with real-time insights into balances, transactions, and investment behavior.

Explore how ICM can help your clients

For more information and answers to your questions, please contact us.