Advantages

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Advisors

Win more plans and increase asset flow with iJoin

iJoin offers advisors a visible competitive advantage which can be easily demoed for sponsors on a Blackberry, iPhone or via web conference. With iJoin, advisors can:

• Offer plan sponsors and participants a differentiated service
• Win more plans
• Increase assets and revenues from every plan
• Save time on conversion and enrollment processes
• Benefit from cross-sale opportunities

iJoin may be private-labeled and customized to reflect an individual advisory firm’s risk tolerance questionaire and guidance methodology.

With new regulations due soon, BDs and RIAs will be scrambling for efficient, cost-effective, compliance-approved ways to offer (and be paid for) individual investment advice.  iJoin may be the answer.  iJoin will standardize educational materials, deliver personalized, consistent guidance, track participant results in a ready report format, and improve individual retirement readiness.