At Wealth Management Systems (WMSI), we’re proud to be the leading provider of retirement plan rollover services in the financial services industry. To date, WMSI has more than 40 leading firms participating in our rollover network, is connected to recordkeepers servicing 12 million+ participants and has processed more than $2 billion in participant rollovers.
Our state-of-the-art rollover servicing platforms are unlike anything else available in the marketplace today. They can be:
1. Assimilated into your current environment and existing platforms.
2. Branded as your solution, enhancing your value to clients, prospects and business partners.
3. Implemented at the plan level so you get in front of participants as distributions decisions are being made.
4. Integrated within current Web, Call Center and Advisor service channels to present tailored product and service offerings to participants.
5. Leveraged to streamline IRA account opening and distribution processes.
To learn more about how we can help you achieve your unique rollover goals, contact us today.
(908) 333.4089
sales@wealthmsi.com
www.wealthmsi.com
Specialties
IRA Rollover Services and Technology, Asset Retention and Acquisition Strategies, Participant Call Center Applications, Advisor Services, IRA Calculators, Mandatory/ Terminated solutions, Consulting Services
