Amicus - INSART

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Amicus

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About

Developer of a digital platform designed to promote charitable donations by clients of financial institutions. The company’s platform integrates easily with existing systems and business processes, online banking, roundups, peer-to-peer payment systems, donor-advised fund and provide products for donor-advised funds for financial institutions, community foundations, and the charities who benefit from them, enabling donors to access a simple, immersive donation experience.

Contacts

https://www.amicus.io/

info@amicus.io

https://www.facebook.com/amicus.io/

https://www.linkedin.com/sales/company/18218578

https://twitter.com/grow_generously

Products / Services

THE PLATFORM TO GROW AUM

Expand DAF offering to clients at scale The Amicus platform does more than just give your private clients a more modern, digital experience. Automated operations drive lower contribution minimums and admin fees, so that you can make DAF’s accessible to your broader client base.
Strengthen and protect client relationships Don’t force your clients to go elsewhere for their giving needs. Amicus strengthens client connections by bringing the deeply personal area of giving into the banking relationship. Amicus enables your advisors to guide client’s philanthropic journey and prepares them for the generational wealth transfer.
Keep contributions in your ecosystem Uniquely, DAF assets managed in the Amicus platform remain within your bank ecosystem until they are granted to the recipient charity. Our sponsor partner GiveClear keeps accounts with each bank that uses the Amicus platform and appoints the bank as investment manager for assets contributed by bank customers.

ENTERPRISE-READY

Scaleable, elastic architecture Our high-volume DAF platform is engineered to support exponential growth in your DAF business with hundreds of millions of accounts, hundreds of thousands of charities and billions of transactions.
Compliant, SOC II Certified Amicus has successfully completed the AICPA Service Organization Control 2 (SOC 2) Type 2 audit and is compliant at the highest level.

SEAMLESSLY INTEGRATED

100% digital for clients and advisors The Amicus digital experience extends to advisors as well as clients. Fully enable your team with the digital workspace to guide every client’s giving journey. Your staff can manage grants, projects and investments, and documents; using customized workflows in a platform engineered for high donor volume.
White-labeled to fully support your brand The Amicus DAF platform integrates fully into your existing digital portal. Specifically designed for white-label deployment, Amicus’ adds bank-provided branding, colors and graphics to become a beautiful extension of your digital portal.
API-enabled to integrate with your existing systems Banks that prefer to provide their own interface can use the Amicus API to integrate DAF capabilities directly into their existing systems and UX/UI. This “headless” capability makes the Amicus back end a powerful addition to the systems you already own.

END TO END

Contribute Supports extensive set of contribution sources, including:
- Deposit accounts
- Brokerage accounts
- SAM security contributions
- Liquidation security contributions
- Other DAF sponsors
Invest Easy allocation to bank-supplied investment options.
- Tailored set of bank-supplied investment pools
- Simple investment interface for end clients
- Guided self-service investment allocations based on client risk tolerance and giving horizon
GrantClients support favorite causes and find new ones with a few clicks.
- Simple giving interface makes granting as easy as online bill payment
- Dashboard with total grants, grants this year, pending grants, available balance
- Integrated database of thousands of charities in configurable categories

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