Long sales cycles, board meetings or investment consultant approvals… this is just you and your clients, one account at a time
Absolute Capital trades the account, not the client
We don’t need the client login credentials
This creates ongoing fee revenue for your practice
About the W.I.N. Platform
Since we launched the W.I.N. platform, financial advisors across the country, just like you, have been learning how to access and manage their clients’ individual workplace retirement accounts while they are still working. The platform offers expansive managers and model choices for various client risk profiles. We hope you will join us to discover how you can easily enter this growing area of asset management.