Wealth2k® delivers comprehensive, turnkey application services for the financial Services Industry. These services empower your intermediaries to conduct business more efficiently, compliantly and cost effectively. And, they can be the key to maximizing emerging sales opportunities such as Boomer retirement income.
Paul Lofties
Head of Wealth Management Services
Securities America Investments
Wealth2k's retirement income solutions, including the highly-regarded The Income for Life Model® (IFLM), make it possible for broker-dealers, banks, investment companies and insurers to quickly create customized offerings for the retirement income distribution marketplace.
To illustrate these solutions, Wealth2k® has developed a sophisticated web-based illustration system that allows unmatched flexibility to create and manage multi-product laddered strategies according to firm-specific compliance standards. The illustration system allows for the selection of pre-defined, time-weighted asset allocation models as well as fully dynamic modeling. In addition, the number and duration of laddered segments can be selected by the financial advisor in conjunction with clients' needs and illustrated in real-time. Enterprise control over advisor-selected input is integral to the system.
For the purpose of determining a client's true need for guaranteed versus variable income streams Wealth2k® has developed the first risk assessment process for retirement income. This innovation is inherently more compliant than having advisors selling products such as variable annuities as "solutions" to retirement income needs. With IFLM financial advisors are able to position variable annuity GMWB riders (or lifetime annuitization) as vital components of a comprehensive income strategy.
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Traject™ is a sophisticated, web-based communications network, specifically designed for the financial services industry. It enables insurers, investment companies, broker-dealers and banks to quickly and compliantly communicate the value of their products and services across multiple distribution channels. Traject enables real-time management of complex communications and provides the ability to manage diverse, distributor-specific business requirements including disclosures, on all consumer facing communications including videos. Traject™ also dynamically generates advisor-personalized Micro Sites that stream engaging educational video presentations to consumers' web browsers. Traject™ also offers an electronic wholesaler component that allows product wholesalers to reach more financial advisors with value-based messages at lower cost.
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AdvisorAccess™ is an extendable portal designed to help insurance companies, broker-dealers and banks looking to improve education and compliance. It serves as a platform to distribute content and marketing tools to both internal and external audiences. AdvisorAccess™ provides the means to tackle contemporary business challenges facing financial institutions.
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To request a live demo of any of the above products, please contact our Sales Director at info@wealth2k.com.
