A white-labeled platform that delivers documents, educational material, and video content to plan sponsors on behalf of their advisors .
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An enterprise solution providing a turnkey white-labeled plan management platform for Broker-Dealers/RIAs and an efficient marketplace management platform for states with mandates.
Our Solutions
CYRANO allows home office oversight of your entire block of business by utilizing industry-leading tools and automation.
A contemporary solution fit with a file library, multi-tier profiling, and custom fields and objects for retirement plan advisors.
Enhance and monitor marketing efforts for both prospects and clients through email marketing support, social media, and video consultation.
A comprehensive solution that permits the scale necessary for you to take on the monumental opportunity that secure 2.0 act brings to the market.
State Marketplace
Direct 401k offers a turnkey plan management solution through a scalable plug-and-play technology that allows states to utilize a customizable white-labeled platform, providing the state, and their small business constituents, an efficient retirement plan marketplace of the nation’s top retirement plan providers.
