New Way To Gather Assets
Gather More Assets Quicker
Plan, Gather, Grow
Attract Accounts More Efficiently
Using our technology stack gather accounts and assets that once were not possible such as active 401k’s, thrift savings plans, 403b’s, and more without having to do a single transfer form or move the account from where it is currently custodied.
Our Approach
Our proven workflow
There is no reason why your firm can’t double or even triple the income currently by implementing our time tested approach and watch the results occur.
Plan
Establish which type of accounts you want to attract and have a lead into for the fastest results.
Gather
Invite that first client to test our technology product and give feedback as a way to grab your first client.
Grow
Watch the referrals and accounts pour in because this solution doesn’t exist anywhere else.
Technology
How It Works
Using our custom coded and proprietary technology we provide your business with an extreme competitive advantage. Instead of trying to compete against 100’s of other advisors vying for the same retiree or rollover account, be there first.
Our technology allows you to establish a relationship with those same prospective customers as soon as you would like with no interference or complicated processes. Build that relationship sooner and faster than ever before so you don’t miss out and can close more business.
Financial Analysis
Provide relevant information regarding their current holdings.
Financial Management
Provide interactive investment management without ever moving the account(s).
Asset Map
Provide your prospects and clients with a one page visual of all their accounts.
Expert Status
Achieve that vaulted ‘Expert Status’ from your prospects and clients faster.
FAQ
Frequently Asked Questions
Can I protect my territory?
Yes, we provide some options that will never allow your competitors to compete against you using the same tools.
Do you help with setup?
Education and setup is provided. Your success is our success so we want you to succeed!
Do you have anyone using your technology?
Yes! Not only are they using it, but they wouldn’t mind showing you how they implement our technology and what it has done for there practice.