Let’s Get Started
Simpler sales. Light touch points.
Use your account like a hub. Add new clients, pick from ready-designed plans and invite them to confirm, then manage their plan (and all of your other 401k clients) in one place.
TAKE A LOOK AT THE PRICING
Check out our 3 pricing options to get an idea of what each option offers, but no need to make a decision just yet.
CREATE YOUR ADVISOR ACCOUNT
Create your advisor account so you can start adding clients and creating+managing plans.
ADD A CLIENT
When you add a client, you will select one of our 3 options. Our new client process will walk you through the process. Then your invitation to your client will be sent telling them exactly what they need to do.
You get to bring your investments and select your favorite recordkeeper
When you need it simple
#FORADVISORS
Start your momentum
Create your account and be ready to go!
We’re here for you along the way, but we believe you’re going to love the digital process for growing your 401k clientele (and feel good that you brought a cost-effective, modern solution for your business-owner clients).