Upstanding enables community-oriented institutions the ability to offset the product disadvantage they have with the large banks and brokerages.

Focused specifically on financial institutions, ClientSuite™ offers a modular solution that improves the contacts these institutions have with their customers.  The modules range from marketing-focused solutions to a sales-focused customer relationship management module.  One unique module of ClientSuite™ addresses a common silo problem that institutions cannot provide a single statement that reflects the total relationship they have with their customers.  In conjunction with brokerage information, the module enables the institution to retain assets that have been flowing out to better known Asset Management Accounts offered by the major brokerage firms.