
Expert Program Management
Empowering financial institutions with over 30 years of pioneering expertise in Investment Program Management.


30 Years of Experience
Trusted & Experienced
At Myrias Financial, we bring over 30 years of experience in managing bank and credit union investment programs. As pioneers in the financial institution investment program industry, we offer hands-on support and tailored management solutions that empower institutions and their advisors to achieve long-term success.
Comprehensive Reporting
Understanding the pulse of your investment program is crucial to success. Myrias Financial provides customized monthly reports that keep you fully informed of key metrics like sales, revenue, referral tracking, branch training sessions, client appointments, marketing initiatives, and more. Our goal is to ensure you have a clear, detailed view of your program's performance every step of the way.


Transparent and Timely Commission Reporting
We believe in transparency and accountability, which is why Myrias Financial delivers comprehensive monthly commission reports. These reports provide clear insights into earnings, ensuring that your institution’s advisors are compensated accurately and promptly, fostering motivation and trust within your team.