Wealth Management Systems: Clients and Partners

Home | Contact Us | Site Map | Search:

	Technological Vision
	Background & Philosophy
	Our Team
	Client & Partners
	Press Room
	Contact Us

Wealth Management Systems Inc. has partnered with premiere financial service companies and plan administrators to develop and implement our Rollover Solutions Network and IRA marketplace offering.

The Rollover Solutions Network is a rollover processing application that is quickly becoming the industry standard for automating distribution and IRA rollover processing. The Rollover Solutions Network links multiple systems of record to various IRA account opening systems, enabling third party administrators and financial service providers to:

•	Enhance service offerings.
•	Reduce operating costs.
•	Generate revenue.
•	Increase assets under management.
•	Provide access to proprietary IRAs options, as well as a marketplace of IRA options.

The following clients are currently participating in our Rollover Solutions Network in support of their retirement services and IRA businesses:

IRA Providers – Marketplace Destinations

TPAs/Recordkeepers – Source Partners

Partners

We can address your questions or schedule a program review.

Phone
908.333.4089

Email