According to a press release, Morgan Stanley financial advisers and clients now have access to Ascensus’ open architecture service platforms, including:
- SingleSource—a retirement plan solution with broad investment options, designed to give financial advisers a competitive edge through tools that help to facilitate plan sales, gather plan assets, simplify plan administration, and retain participants;
- LinkInsight—an offshoot of SingleSource that combines the service of a local third-party administrator with Ascensus’ recordkeeping ability;
- Quic(k)Start—an affordable, fully bundled small-plan offering, designed for companies with 15 or fewer employees.
“Clients have unique needs that are not served by a one-sized-fits-all approach, and this enhances our ability to offer personalized solutions,” said Bret Kobler, vice president at Corporate Retirement Solutions, Morgan Stanley GWMG, in the release.