No Client Passwords
Record Keeper Friendly
One Client at a Time
Workplace Investment Navigator
- Trillions of AUM
Eligible Plans are Everywhere
Corporations:
Apple
United Healthcare
AT&T
3M
Facebook
Ascension Health
Williams Company
Government
State of New York
State of Utah
State of Arizona
State of Oregon
State of Florida
State of Colorado Pera
State of Iowa
State of Delaware
Institutions
University of Texas
Cleveland Clinic
University of Michigan
Mayo Clinic
MIT
Vanderbilt
University of Nebraska...And thousands more nationwide. Contact us for a list of plans in your area.
- Plan Record Keepers
Many Participating Providers
And many more...
- Robust Investment Solutions
Extensive Money Manager Choices
And many more...
*Reference to any particular custodian, money manager, employer and/or plan is not to be considered an endorsement of our services nor are these clients of Absolute Capital Management, LLC.
Benefits
Advisor Compensation
Ranges to a maximum of 1.60%
Fees debited directly from account
Earn quarterly fee revenue on these assets now
Key Features
Expand the investment choices beyond their plan fund menu
Assets stay in the plan - no distributions, no rollovers
You and your client select the managers
You don’t have to be rep of record on the plan
Earn ongoing fee revenue on these assets now
Available integration with your existing tech stack
Customized Portfolio & Proposal Creation
Deploy Multiple Strategies in a Single Account
100s of Institutional Money Managers
Includes Equity, ETF, Fund and Tactical SMAs
Mix & Combine Managers
These are just some examples – you are creating a customized portfolio of institutional managers. Choose from thousands of available combinations depending on your clients needs.
Viewing Your W.I.N Accounts
View Accounts via the W.I.N Platform and/or...
And Many, Many, More
Absolute Capital is Your Partner
We handle the plan research, just ask us about the employer
We do the paperwork for you
We are your billing engine
W.I.N handles all trading
Because Every W.I.N. Counts
Create a fee-based UMA for your clients’ workplace assets… W.I.N.
While they are still working… W.I.N.
While keeping their assets in the plan with the same statement… W.I.N.
While providing financial solutions for what may be their largest asset… W.I.N.
While working with Absolute Capital as your dedicated partner handling all the steps to get started… W.I.N.