SECURE 2.0 Act Solution

A scalable plug-and-play technology that allows Broker Dealers/RIAs to utilize a customizable white-labeled platform that gives them and their advisors the ability to compete digitally in this historic marketplace.

SECURE 2.0 Act Solution Features

MARKETING

Build and send up to 100,000 emails per day to leads, clients, or advisors utilizing our robust marketing tools and our in-house marketing team.

PRICING TOOL

A cutting-edge plan pricing platform fit with a custom questionnaire, pricing report, and DocuSign at completion.

SUPERVISION + COMPLIANCE

To accommodate the scale that is required to tackle this market, we capture proper approvals, secure data delivery for books and records, as well as on-going custom monitoring and reporting.

PLAN SPONSOR PORTAL

To ensure fiduciary compliance is met, we develop a portal that is branded to your firm and is delivered on behalf of the advisor. This platform delivers documents, educational material, and video content to plan sponsors.

ADVISOR PORTAL

A CRM solution for advisor teams to capture and cultivate their leads, oversee their clients, and coordinate data with other advisors.

SECURE 2.0 Act Solution