Wealth Management Systems: Asset Retention

Home | Contact Us | Site Map | Search:

	Plan Sponsors
	Retirement Plan Providers
	Asset Retention

	Centralized Servicing Platform

	Streamlined Processing

	Needs Based Marketing

	Expanding Market Reach

	Enhancing Revenue Opportunities

	Your Branded Solution

	Mandatory Rollovers

	Terminated Rollovers

	IRA Providers
	TPAs/Recordkeepers
	Financial Advisors
	Consultants

The Key To Your Success

At WMSI, we see the distribution event as the pivotal point in the rollover process. We don’t believe in outsourcing the rollover process, we believe in reinventing the process so it is:

•	Significantly easier for participants.
•	Enables your organization to service the needs of your participants directly.
•	Customer-centric, enabling you to build customer loyalty with participants directly enhancing cross-selling and asset retention opportunities.

As an incumbent service provider, you have a significant advantage in terms of influencing participants and retaining their assets. WMSI’s Rollover Solutions Network (RSN) enables your organization to combine the strength of your institutional and retail service offerings to build customer loyalty with participants early on in the game.

We can address your questions or schedule a program review.

Phone
908.333.4089

Email