Plan Sponsor Portal

Our client portals are customized to match the branding of the Advisor or Broker Dealer/RIA. Each portal is dedicated to delivering essential documents, educational material, and video content.

Plan Sponsor Portal Features


Do you want a branded box to share documents with your clients? House essential documents required for plan compliance in our fiduciary vault.


Do you want to enhance your service model? Create educational material and customized videos to deliver to your clients.


Do you want to cross-sell other products to your plan sponsors? We can advertise additional products on the client portal.