Wealth Management Systems: A Smarter Way to Capture Rollovers

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	A Smarter Way to Capture Rollovers

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At Wealth Management Systems Inc. we focus our attention on furthering the rollover initiatives of our network partners – especially alliance partners who rely on the expertise of financial advisors like you to sell and retain business. Our Rollover Solutions Network puts participant profile information at your fingertips so you can truly differentiate your services and enhance your asset retention results.

WMSI’s Rollover Solutions Network creates a technology link between various recordkeeping platforms and retail IRA platforms providing participants with direct access to IRA services. As a Financial Advisor, you can use RSN as a unique opportunity to target market your services to key participants and provide direct access to rollover services through the retirement plan directly. Through RSN, you can provide participants with a choice of IRA options from various fund families or provide access to your own brokerage options.

This integrated rollover servicing model enables you to:

•	Market directly to participants at their point of distribution.
•	Create a centralized servicing strategy to provide participants across internal and external recordkeeping platforms with direct access to retail IRA Services.
•	Improve asset retention by channeling participants distributions directly to a marketplace of IRA product offerings.

We can address your questions or schedule a program review.

Phone
908.333.4089

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