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Absolute Capital Management
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Organization Overview
Why Wait for the Rollover? ®
Manage your clients' individual 401k/403b/457 account today without client passwords/credentials! Compensation up to 1.60% and fees are deducted directly from the plan account. Plus, the investments used are not limited to the accounts core fund menu. While tech firms focus on providing advisors with account access via client credentials, WIN brings a complete, end-to-end offering so advisors can scale this business line.
WIN (Workplace Investment Navigator) differentiates itself by delivering: • Transparent, compliant access to manage workplace retirement accounts without reliance on shared client credentials/passwords. • Fee deduction/billing directly from the account • Not limited to the plan's core menu of funds.
Manage your clients' individual 401k/403b/457 account today without client passwords/credentials! Compensation up to 1.60% and fees are deducted directly from the plan account. Plus, the investments used are not limited to the accounts core fund menu. While tech firms focus on providing advisors with account access via client credentials, WIN brings a complete, end-to-end offering so advisors can scale this business line.
WIN (Workplace Investment Navigator) differentiates itself by delivering: • Transparent, compliant access to manage workplace retirement accounts without reliance on shared client credentials/passwords. • Fee deduction/billing directly from the account • Not limited to the plan's core menu of funds.