PROGRAM MANAGEMENT

HANDS-ON SUPPORT AND MANAGEMENT TO THE FINANCIAL INSTITUTION AND ITS ADVISORS

Providing hands on support and management to the financial institution and its advisors. With Virtue Financial you can rely on a team with experience at the highest levels of compliance as well as years of award winning investment sales experience.

Virtue Financials team has a combined experience of over 75 years of successfully managing both bank and credit union investment programs. Often described as pioneers in the financial institution investment program industry, they provide hands on support and management to the financial institution and its advisors.

Reporting

Virtue Financial will customize monthly reports to the financial institution that keep you informed of sales, revenue, referral tracking and ratios, number of branch trainings, number of client appointments, marketing initiatives and much more. We make it our goal to ensure you are always well informed regarding the status of your investment program.

Commissions

Commissions and commission reports are provided monthly.