Unlock the Power of Seamless Banking Integration

Tools For Advisors

Enhance Relationships & Drive New Opportunities

Full Visibility & Transparency

Easily track client balances and transactions in  real time.

Client Banking Management

Simplify account opening, linking external accounts, and managing tax documents, all in one place.

AI-Driven Insights

Leverage AI to uncover wealth-building opportunities and optimize client strategies.

Create Recommendations

Easily create personalized recommendations for clients and initiate transactions for their approval, ensuring SEC compliance at every step.

White-Labeled Experience

Present a seamless, branded client experience, ensuring consistency and trust.

Marketing Support

Boost AUM growth with a dedicated private banker’s assistance, providing tailored marketing and banking support.

Tools For Clients

Premium Banking Solutions Powered by your Trusted Advisor

High Yield Checking

Grow savings with competitive rates while enjoying full checking account features.

Expanded Account Options

Choose from individual, joint, business, and trust accounts to meet your diverse needs.

Enhanced FDIC Insurance

Access multi-million-dollar FDIC coverage through a single account.

Comprehensive Banking

Open accounts, make payments, apply for loans, and more—all on one platform. 

Advisor Integration

Execute personalized recommendations with a single click, guided by your trusted advisor.

Private Bankers

Receive expert assistance with accounts, transactions, and more, for a truly premium experience.

Advisor Dashboard

Client Mobile App

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Your Trusted Partner in
Security and Compliance

Data Encryption

Your data is encrypted in transit and at rest using industry standards, ensuring it remains secure and private.

Two-Factor Authentication (2FA)

Our platform adds an extra layer of security with 2FA to keep unauthorized users out of your accounts.

Fraud Detection and Monitoring

AI-powered systems continuously monitor transactions to detect and prevent fraudulent activities, while our dedicated team of experts ensure no detail is overlooked.

Audit Trails

Every action is logged for complete transparency, making compliance effortless.

Data Privacy Compliance

We adhere to the California Consumer Privacy Act (CCPA) and General Data Protection Regulation (GDPR) to ensure clients' data is handled responsibly.

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SKYVIEW 1 is a technology company, not a bank. Banking accounts and services are provided by Grasshopper Bank, N.A., Member FDIC.   Through Grasshopper Bank, N.A., you are eligible to utilize ICS®, the IntraFi Cash ServiceSM, to access FDIC insurance through thousands of participating IntraFi network banks. Deposit placement through ICS is subject to the terms, conditions, and disclosures in the applicable agreements. Although deposits are placed in increments that do not exceed the FDIC standard maximum deposit insurance amount (“SMDIA”) at any one destination bank, a depositor’s balances at the institution that places deposits may exceed the SMDIA (e.g., before settlement for deposits or after settlement for withdrawals) or be uninsured (if the placing institution is not an insured bank). The depositor must make any necessary arrangements to protect such balances consistent with applicable law and must determine whether placement through ICS satisfies any restrictions on its deposits. A list identifying IntraFi network banks appears at https://www.intrafi.com/network-banks. The depositor may exclude banks from eligibility to receive its funds. IntraFi and ICS are registered service marks, and IntraFi Cash Service is a service mark, of IntraFi Network LLC.  
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The SKYVIEW 1 Spending Account Annual Percentage Yield (APY) is accurate as of February 14, 2025. This rate is variable and may change. Fees may reduce earnings. The national average annual percentage yield (APY) for spending accounts is 0.07%, as published in the FDIC’s Weekly National Rates and Rate Caps; average rate used is for deposits up to $100,000.

SKYVIEW 1 provides a banking platform designed to support financial advisors in managing client cash needs. While SKYVIEW 1 enables advisors to facilitate banking solutions, it does not act as a fiduciary or provide investment, tax, or legal advice. Any fiduciary responsibilities remain solely with the advisor.
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 AI-driven insights within the platform are intended to assist advisors by identifying opportunities and providing data-driven recommendations. SKYVIEW 1 does not make financial decisions or execute transactions without advisor or client authorization.
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 Advisors may initiate transactions on behalf of their clients; however, SKYVIEW 1 does not directly manage funds, custody assets, or make investment decisions. All banking services are provided through partner financial institutions, and all transactions are subject to applicable banking and regulatory requirements. For further details, please review the terms and conditions associated with SKYVIEW 1’s services.