FundPOINT Desktop for 529 Plans offers a centralized approach to accessing 56 data points for all 529 plans, according to an announcement. Financial advisers can perform real-time, plan-to-plan comparisons; conduct share class suitability analysis and communicate breakpoints to customers; provide point-of-sale disclosure; and instantly calculate all tax advantages, fees, and commissions.
“Broker/dealers have been asking us for an end-to-end solution that simplifies the sales process by managing the complex documentation associated with 529 plans, and helping them better serve their customers by automatically calculating the tax advantages. NewRiver is please to deliver FundPOINT Desktop for 529 Plans to meet this market need,” said Len Driscoll, chief client officer at NewRiver.
More information is available at www.newriver.com.