Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B, or Simple IRA plan participants with just a few clicks. The Risk Number creates a common language, allowing you to bridge the gap between advisor and participants without flooding your to-do list.
Deliver the Risk Number at scale.
Many plan participants sit in default elections or are stuck on the sidelines much longer than we’d like. That’s why we’ve built Retirement Plans — your one-stop solution that empowers every plan participant to be invested right, and allows you to do so at scale.
Simply add a plan into your dashboard, add participants, create model portfolios, and invite your participants with a custom link. Now you can easily empower every investor to invest fearlessly and provide meaningful education and investment matching with just a few clicks.
Win over outside assets.
There’s nothing better than the power of Risk Alignment to build trust with clients, make sure you’re acting in their best interests, and be able to prove it quantitatively.
When your retirement plan investors understand their Risk Number and align their elections accordingly, they’ll seek your council to analyze the risk of their other held-away assets.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.