INNOVATIVE TECHNOLOGY, STREAMLINED EXPERIENCE
Our proprietary cloud native recordkeeping platform takes on the complex backend processes that leaves you with a streamlined user experience that integrates with your existing systems architecture.
TECH TO HELP
YOU LEAD.
Our Software as a Service (SaaS) technology platform liberates your IRA business from the inflexibility and high cost of yesterday’s legacy tech. We handle all administration, grow your IRA revenue and eliminate the need for high account minimums. Our white-labeled IRA solutions will free you to focus on your clients and their needs without disruption to your core systems.
END-TO-END PAPERLESS
A true paperless workflow simplifies the experience for both you and your clients. Removing the friction and intimidation from complex processes increases customer adoption and satisfaction, and ultimately accelerates your firm’s growth.