Retirement Plan Software for Advisors
Unlike providers’ tools, Retiremap offers retirement plan services that are:
- Transparent and accountable
- Designed to improve plan outcomes
Retiremap delivers 401(k) software and education that engages participants around their goals and makes it easy and compelling to save more, thereby also improving plan outcomes. The Retiremap software has been created by working with a leading behavioral economist, with a focus on creating effective and efficient 401(k) plan education.
Retiremap offers innovative retirement plan services by delivering education through tablets, webinars and email activation links. Also, since it is retirement planning software for advisors, Retiremap has a management interface that advisors can log in to in order to provide more efficient and better service to participants.
Retiremap takes online retirement planning software for advisors to a new level.
To learn more, visit: www.RetiremapHQ.com
Financial Advisor Marketing Tool
Amp is a unique software tool for top advisors who are serious about marketing and sales.
Amp’s online financial planning software for advisors enables them to quickly engage and qualify prospects in the following ways:
- In person, with a tablet computer
Amp acts as online financial planning software for financial advisors by delivering a quick, meaningful result to prospects, while being fully automated for the advisor. We like to think of it as “financial planning lite” and it is designed for advisors who want to deliver some financial planning value to every prospect without having to do any work.
Amp’s financial planning software for advisors is based on best practices in behavioral finance and is used by the Financial Planning Association® to engage and educate consumers. Advisors can have their own branded version of the software that runs online, as well as on tablet computers in order to immediately engage prospects.
To learn more, visit: www.AmpForMarketing.com