The partnership is designed to combine the convenience of online investment advice with the personal touch of traditional advisers, according to the firms. Through this service, Redhawk advisers will be able to provide existing and prospective clients with a powerful online experience that includes personalized investing guidance for 401(k)s and other defined contribution retirement plan accounts.
The Redhawk Online Advisor solution provides actionable advice on client’s 401(k) accounts, as well as the ability to aggregate accounts for more holistic planning, explains Michelle Bertram, a Redhawk adviser. The digital advice platform is powered by Jemstep technology and integrates with Redhawk’s existing discretionary services.
The service should also help advisers expand their relationships with existing and prospective clients, says Simon Roy, president of Jemstep.
More information is available at www.redhawkwa.com.