65 Incorporated Rolls Out Medicare Planning Software for Advisers
The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions.
The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions.
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface.
The tool aims to help financial professionals more easily grow, retain and engage their client bases.
The coaching program is aimed at advisers who want to grow revenue, add assets and gain new clients.
The portfolio rebalancing and management solution has a new dashboard view, grid interface and improved navigation.
The software includes a Behavioral Risk Survey that advisers can give to retirement plan participants.