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Products June 20, 2018
Benefit Consultants Relaunches AdvisorEdge Practice Management Platform
It offers advisers prospecting tools, plan management resources, including fiduciary support, and educational materials.
Reported by Lee Barney
Benefits Consultants Group has relaunched its AdvisorEdge Practice Management platform for 401(k) advisers.
It is designed to offer advisers full turnkey practice management support and information to acquire leads and grow business. It offers rospecting tools, plan management resources, extensive educational materials library and sales support library and resources.
“AdvisorEdge provides financial professionals a practical and impactful set of tools and resources to deliver a best-in-class client experience for qualified plans,” says Beau Adams, executive vice president at Benefit Consultants Group. “AdvisorEdge balances comprehensive technology, proven best practices and the expertise of plan consultants to help advisers throughout the entire sales and service cycle.”
The platform uses Form 5500 data to compare plan health and performance to similar plans, as well as to help advisers with prospecting, and it also offers fiduciary best practices and live consulting support.« 401(k) Participant Mutual Fund Expense Ratios Declined Substantially Since 2000