Wealth Management Systems: No Assembly Required

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RSN Direct Link enables you to quickly and easily make rollover services available to your participants with no systems integration required. Participants can simply access our link on your participant website to open an IRA account in real time. IRA Direct Link:

•	Automates the account opening process.
•	Opens the IRA account in real time.
•	Provides a signature ready application for mailing to the IRA institution.
•	Requires no systems integration.

Once the new IRA account is opened, the participant can then be linked to either your online distribution process, or they can print off a distribution form to facilitate the account distribution process. Direct Link can be implemented within a two-week timeframe and is an extremely efficient way to make rollover services available to a broad participant base.

Distribution Services Available
In addition to providing rollover services, the RSN platform provides a complete distribution processing module that can provide your participants with online distribution services. RSN can serve as the foundation for building these services or can be integrated with your existing online distribution processes. This integration enables RSN to combine the distribution and rollover event into a single streamlined transaction. This means not only ease of use for participants, but also realizing efficiencies in processing such as:

•	Paperless distribution and IRA account openings.
•	Direct transfer of assets so participants don’t have to handle checks.
•	Automated receipt of liquidation and routing instructions to facilitate money movement.
•	Funding of new IRA account in 5-7 days.
•	Notification of branch and financial advisors of new IRA account openings.
•	Access to full reporting and transaction monitoring capabilities.

The RSN technology is scaleable and can grow and expand with your organization as you look to enhance distribution and rollover services to realize operational efficiencies and reduce costs.

We can address your questions or schedule a program review.

Phone
908.333.4089

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