Products January 13, 2010
Freedom One Adds vWise SmartPlan to Platform
Freedom One Financial Group has added vWise SmartPlan Enterprise to its
education and communication service offering to plan participants.
Reported by Rebecca Moore
A vWise press release said SmartPlan Enterprise provides the benefits of a personal financial professional in a Web site. The solution combines a video-based presentation of detailed financial information with an interactive application that prompts users to make informed investment decisions.
vWise video hosts offer a brief video overview of 401(k) basics, followed by a discussion of selected plan features—such as automatic enrollment, matching contributions, and loans—that plan sponsors can customize. Using interactive forms, the video hosts then guide participants through a short process, including individual retirement needs and risk profile surveys and selection of investment types and contribution amounts, and generates a personalized investor profile.
vWise video hosts offer a brief video overview of 401(k) basics, followed by a discussion of selected plan features—such as automatic enrollment, matching contributions, and loans—that plan sponsors can customize. Using interactive forms, the video hosts then guide participants through a short process, including individual retirement needs and risk profile surveys and selection of investment types and contribution amounts, and generates a personalized investor profile.
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