Wealth Management Systems: Integrated Servicing Strategy

Home | Contact Us | Site Map | Search:

	Plan Sponsors
	Retirement Plan Providers
	IRA Providers
	Integrated Servicing Strategy

	Expanding Market Reach

	Needs Based Marketing

	TPAs/Recordkeepers
	Financial Advisors
	Consultants

Wealth Management Systems Inc. developed the Rollover Solutions Network (RSN), an innovative technology platform, to significantly enhance the IRA retailer business model.

RSN is simply a technology link between multiple recordkeeping systems and IRA account opening applications. This link automates distribution processes and facilitates real time IRA account openings – greatly simplifying the rollover process for participants.

RSN makes it easy to do business with you. When a participant decides to initiate a direct rollover, he or she can simply access the Plan’s website or call center to use RSN and process a direct rollover – the same way he or she would check an account balance or change an investment allocation.

This integrated service model enables IRA retailers to:

•	Market directly to participants at their point of distribution.
•	Create a single, centralized servicing strategy for institutional and retail rollovers – linking various internal and external recordkeeping platforms with Retail Rollover Desks and IRA Services.
•	Improve acquisition and asset retention results by channeling distributions to proprietary IRA product offerings.

Competitive Marketplace

In today's increasingly competitive marketplace, IRA retailers are challenged to:

•	Enhance asset-retention efforts.
•	Attract a larger percentage of rollovers within their marketplace.
•	Automate and simplify rollover processes for investors.