Wealth Management Systems: Background and Philosophy

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Our Ultimate Objective:
Provide technology solutions that automate the movement of data and dollars from qualified retirement plans to IRA and Annuity products.

Wealth Management Systems Inc. (WMSI) is a privately held corporation headquartered in Bedminster, New Jersey.

WMSI was founded in 2000 as an employee technology services company developing web services and interfaces for key financial service organizations including MetLife, ADP, Mellon HR and Merrill Lynch. At WMSI, our average employee has over 15 years experience in the retirement services industry. This expertise coupled with rollover trends and the desire of many clients to streamline their distribution processes led to the development and launch of our Rollover Solutions Network platform in 2003.

Since 2003, WMSI has been marketing our rollover servicing technologies and operating platforms as our primary product offering developing customized solutions to address the needs of: plan sponsors, IRA providers, third party administrators and recordkeepers.

In July of 2005, WMSI formed WMSI Securities LLC. WMSI Securities LLC is an important aspect of the growth strategy of the company, which is to expand alliance partnerships by making it easier for FINRA member firms to transact and conduct business with WMSI. WMSI Securities LLC will not provide rollover products. Rather, it is intended to respond to required securities regulations, providing clients with a higher overall level of security. It will also enable WMSI to expand client service offerings and provide asset-based fee arrangements.

Leading the Rollover Revolution

As the IRA market place heats up, emphasis is clearly shifting from enrollment to distribution and IRA rollover services. WMSI developed rollover processing platforms to provide clients with direct access to the rollover marketplace and the significant amount of assets in transition.

It is this level of automation that will enable our clients to expand their service offerings, enhance cross-selling initiatives, increase assets under management and ultimately win the rollover revolution.

WMSI Timeline