A Turnkey, White-Labeled Wealth Management Solution For Community Banks
We are proud to serve members of the 5th Fed District…and their valued customers.
How Does It Work?
Our Team
We provide investment services, technology, marketing, and compliance. A turnkey wealth management solution.
The Bank
Bank receives non-interest fee income, on a quarterly basis. As new customer accounts are added and grow in value, the income stream grows in stride.
Bank Customers
Bank Customers benefit from an unconflicted, fiduciary-led, and technology-forward wealth management offering. An exceptional client experience.
A Streamlined and Technology-Driven Account Opening Process
First impressions are critical…An automated account opening and on-boarding process (including e signature) is key to setting the "Tone" for a great client experience. These operational efficiencies are essential to scaling the business. We have reduced the new account process to minutes from what historically took days.

The Client Experience...A Hybrid Approach
Traditional Approach
- Regular branch visit rotation
- Scheduled face-to-face client meetings
- Dedicated transition team
- Seminars
Virtual Approach
- Video conferencing
- Interactive document sharing
- Digital signature
- Convenient, less Intimidating
Availability and Flexibility…for those customers used to doing business face-to-face, we will set up days to visit your branches periodically. More importantly, we are available almost any time, subject to a schedule, virtually. Video conferencing, interactive document sharing, digital signature…convenience for the client, productive client-facing time for advisers. Better for the customer, better for the bank.
Tone Capital’s Wealth Management platform offers …

Access to unique investment solutions.

Technology and resources to deliver superior client experiences

White glove service for clients of all sizes
Start Up
- Present Contract for bank review
- Determine fee structure
- Execute Contract
1-2 weeks
Ramp Up
- Onsite planning/training with relevant bank associates
- Develop customized marketing plan
- Launch white-labeled website design
2-3 weeks
Implementation
- Execute customized marketing plan
- Onboard clients
- Bank receives payments quarterly
4-6 Weeks
GO LIVE!