Investing that strengthens your member relationship.
Automate the back office, focus on
relationships.
Offer your members an intuitive investing experience with personalized portfolios, guided onboarding, and AI powered financial tools inside your digital banking.
Why Investing matters for Credit Unions today?
Members expect modern financial tools in one place. Investing increases engagement, boosts digital activity, and keeps members from looking elsewhere for long term financial needs.
Members expect modern financial tools in one place. Investing increases engagement, boosts digital activity, and keeps members from looking elsewhere for long term financial needs.
Hands free investing with diversified model portfolios
Hands free investing with diversified model portfolios
Hands free investing with diversified model portfolios
Members can choose from professionally designed portfolios across core, theme, and factor based strategies. Every portfolio includes automated rebalancing and efficient management.
Members can choose from professionally designed portfolios across core, theme, and factor based strategies. Every portfolio includes automated rebalancing and efficient management.
Members can choose from professionally designed portfolios across core, theme, and factor based strategies. Every portfolio includes automated rebalancing and efficient management.
Personalized portfolios built through direct indexing
Personalized portfolios built through direct indexing
Personalized portfolios built through direct indexing
Members answer a short set of questions on goals, risk, and preferences. Surmount builds a personalized portfolio with automated monitoring and management.
Members answer a short set of questions on goals, risk, and preferences. Surmount builds a personalized portfolio with automated monitoring and management.
Members answer a short set of questions on goals, risk, and preferences. Surmount builds a personalized portfolio with automated monitoring and management.
Full control for members who want to trade actively
Full control for members who want to trade actively
Full control for members who want to trade actively
Members can explore and trade a wide range of fractional stocks, ETFs, and other securities with no commissions.
Members can explore and trade a wide range of fractional stocks, ETFs, and other securities with no commissions.
Members can explore and trade a wide range of fractional stocks, ETFs, and other securities with no commissions.
Expanded diversification with crypto linked products
Expanded diversification with crypto linked products
Expanded diversification with crypto linked products
Members can access select digital assets and crypto linked ETFs through a safe, guided experience.
Members can access select digital assets and crypto linked ETFs through a safe, guided experience.
Members can access select digital assets and crypto linked ETFs through a safe, guided experience.
FAQ
FAQ
FAQ
Answers to your questions
Answers to your questions
After reading this section, if you still has questions, feel free to contact us however you want.
How does Surmount integrate with our digital banking?
Surmount connects through a lightweight integration and supports single sign on so members stay inside your experience.
How does Surmount integrate with our digital banking?
Surmount connects through a lightweight integration and supports single sign on so members stay inside your experience.
How does Surmount integrate with our digital banking?
Surmount connects through a lightweight integration and supports single sign on so members stay inside your experience.
Do we need a dedicated wealth team to offer this?
No. Surmount provides the technology, models, and compliance tools. Advisors can participate but it is not required.
Do we need a dedicated wealth team to offer this?
No. Surmount provides the technology, models, and compliance tools. Advisors can participate but it is not required.
Do we need a dedicated wealth team to offer this?
No. Surmount provides the technology, models, and compliance tools. Advisors can participate but it is not required.
Do members actually want investing in their credit union app?
Yes. Investing is one of the most requested features among younger and mid career members and increases digital activity.
Do members actually want investing in their credit union app?
Yes. Investing is one of the most requested features among younger and mid career members and increases digital activity.
Do members actually want investing in their credit union app?
Yes. Investing is one of the most requested features among younger and mid career members and increases digital activity.
What strategies do members get access to?
Members get diversified portfolios, direct indexing, themes, factor based models, and advanced custom strategies powered by Surmount AI.
What strategies do members get access to?
Members get diversified portfolios, direct indexing, themes, factor based models, and advanced custom strategies powered by Surmount AI.
What strategies do members get access to?
Members get diversified portfolios, direct indexing, themes, factor based models, and advanced custom strategies powered by Surmount AI.
Is the solution compliant for regulated institutions?
Yes. Surmount includes all required oversight tools along with disclosures, risk checks, and audit features.
Is the solution compliant for regulated institutions?
Yes. Surmount includes all required oversight tools along with disclosures, risk checks, and audit features.
Is the solution compliant for regulated institutions?
Yes. Surmount includes all required oversight tools along with disclosures, risk checks, and audit features.
Can we customize the experience to our institution?
Yes. Branding, colors, models, copy, and screens can all be tailored for your credit union.
Can we customize the experience to our institution?
Yes. Branding, colors, models, copy, and screens can all be tailored for your credit union.
Can we customize the experience to our institution?
Yes. Branding, colors, models, copy, and screens can all be tailored for your credit union.
How does pricing work?
Pricing is based on usage and volume. We can review the details during a demo.
How does pricing work?
Pricing is based on usage and volume. We can review the details during a demo.
How does pricing work?
Pricing is based on usage and volume. We can review the details during a demo.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.