Wealth Management Firms

Introducing a unique ICMA to attract new clients and extend existing relationships
to capture off-platform cash and create new revenue streams.

With a unique blend of banking, investments, and payments in a partner branded product, we provide a differentiated and objectively better solution for both wealth management firms and their clients.

Our ICMA product delivers:

  • The ability to capture new clients and deepen existing client relationships.
  • A fully customized product, including a debit card and mobile app, that make your firm a branded presence in the client's wallet and phone.
  • Instant liquidity on both banking and investment subaccounts.
  • 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.