Attracting new clients can be challenging. But, it doesn’t have to be complicated. Sometimes the best solutions are just simple.
93% of retirement plan participants never adjust their investments for risk or market conditions.*
A Compliant Non-Discretionary Solution
We do all the heavy lifting and the participant stays in control with personal guidance on a quarterly basis, utilizing DALBAR Certified models, their unique risk profile and options.
With An Innovative Approach & System
Proactive participant engagement with a simplified approach to onboarding, guidance and monitoring via email and text linking them to their personal dashboard.
Through Simple, Turn-Key Technology
Non-competing, white labeled and participant-friendly without all the overhead normally associated.
Expanding Your Relationships
Generating new, strengthening existing and compounding your referrals through providing a monetized value solution while bridging the participant and advisor relationship gap.
We bring a whole new way to connect to clients. We’d love to walk you through how our product works as well as fill you in on our pricing.
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We'd be happy to answer any questions you might have!