Introducing a modern cash management account (CMA) that can attract new clients, extend existing relationships, and capture clients’ banking assets.

With a unique blend of banking and investing in a customized CMA fully branded to you, we provide a differentiated and objectively better product for both advisors and clients.

Our modern CMA delivers:

The ability to capture new clients and new assets.

A fully customized banking suite, including a debit card and mobile app that make the advisor a branded presence in the client’s wallet and phone.

Instant 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.

See it in action

Discover how Foundations Investment Advisors informs their clients about the Foundations CMA and its benefits.

Partnering with ICM

We’ll work together to tailor a
product that fits your business
needs.

Your program will be launched
within 75 days.

Explore how ICM can help your firm and clients

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

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