WHO NEEDS THIS?
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An advisor who runs a sole practice and does not need a lot of administrative support OR a practice with in-house staff that needs additional support
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CORE SERVICES:
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New Account Opening: Traditional IRA, Beneficiary IRA, Roth IRA, Trust, Estate, Individual, TOD, etc.
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New Account Opening: 529, UTMA, Outside Business, Direct Business, etc
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Account View Setup: Initial Setup, Password Reset, Account Unlock, Multiple Users, Customizable View
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Setup and Process Contributions: On Demand, One-Time, Periodic
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Setup and Process Distributions: On Demand, One-Time, Periodic
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Name Change/One and The Same
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Process Partial Withdrawal/Full Surrender – Annuities
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