Brokerage Services

Become a key part in an investor’s financial growth.

"The wins we had immediately with Terafina...our conversion process was 26 minutes prior to (Terafina)...this new software took us down to 3 minutes.”



VP Digital Experience, Citadel Credit Union

Portfolio Growth

  • Expand relationships with customers by allowing them to open investment-type accounts
  • Provide additional services to select from including margin trading, options trading, securities lending program amongst others during account opening
  • Ensure due diligence with the ability to ask questions including investor objectives, risk tolerance, and experience

Seamless Onboarding

  • Allow customers to keep all accounts including investment portfolio under one financial institution
  • Customers will be able to open an investment account quickly and seamlessly
  • Provide an intuitive experience for account opening

Ready to learn more?

Click below to fill out an inquiry form and someone from our team will reach out to discuss
your digital account opening and onboarding needs.