RetireOne Launches Advisor Portal
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SAN FRANCISCO, Jan. 14, 2021 /PRNewswire/ The newly-launched RetireOne
® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for managing, reporting, and billing on those assets.
RetireOne s team has been responsible for designing and delivering advisory technology solutions in the RIA channel for more than two decades at Schwab, Jefferson National and Nationwide Financial. They have also collaborated with some of the largest RIA firms in the nation since 2011 to develop scalable systems, processes and procedures that fit the fiduciary model. The result is an open architecture fiduciary platform that provides excellent advisor experiences, and conforms to regulatory rigor, including the latest Reg BI requirements.