Highbeam for investors
Advanced insights and powerful analytics to strategically manage portfolios and maximize returns.
How do we partner with investors?
What we offer to your clients
Personalized account management
Highbeam offers your clients a dedicated account manager who works with you and your client to provide a custom-tailored approach to achieving successful outcomes.
Waived minimums on high yield accounts
We'll maximize your client's earnings with waived minimums on banking and treasury products. Offer competitive rates of up to 2.5% APY on checking accounts and 4.5% APY on high-yield savings accounts.1
Working capital optimization
We'll provide your clients with a complimentary cash planning and forecasting consultation, delivering a tailored analysis of their business and strategies to optimize their cash flow and working capital.
Preferential platform pricing
Offer your customers exclusive discounts, or include Highbeam in your partnership with special pricing. The more clients you refer, the better the rates you'll receive.
The more horsepower you dedicate to cash management functions early on, the better set up you are for the future and the fewer headaches you’ll have downstream.
