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Our Approach |
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When it comes to rollover solutions, we don’t believe that "one solution fits all". Just as your business and needs are unique, so are the solutions we can offer you. We have everything you need to implement a firm-wide rollover strategy that can improve participant services and help you achieve your rollover revenue goals.
WMSI’s technology transforms the rollover process by enabling cost-effective, real-time, paperless distribution processing and IRA account openings. Our technology leverages plan and participant data to offer rollover services at the plan level creating a seamless round-trip rollover process that is both timely and convenient for participants.
WMSI’s technology is also configurable enabling us to address the unique needs of advisory firms, financial advisors, IRA providers, plan sponsors, recordkeepers and TPAs alike.
We are the ideal firm to partner with if you’re looking to enhance your current rollover servicing strategies and make your programs more successful.
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