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.
We'd be happy to answer any questions you might have!