The Power to Personalize
iJoin’s advanced retirement plan technology enables unparalleled, data-driven personalization to power branded, goals-based experiences. Our integrations with leading industry partners help plan advisors differentiate and deliver more value.
Advisor Managed Accounts and Traditional MAPs
In-Plan Income Solutions
IRA Rollover Automation
Integrated Education and Wellness
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Revolutionize how you think about the retirement planning process.
Our industry’s challenge is to deliver on our promise to help millions of retirement savers create better outcomes.
We democratize financial planning by empowering advice, income, and rollover solutions at scale, coupled with a level of personalization that sets a new standard.
Know your goal // know your success.
Retirement plan success is about more than numbers; it’s about knowing you’re saving enough to fund and enjoy your retirement. iJoin addresses the fundamental questions in retirement planning.
How much income will I need in retirement?
How much do I need to save to get on track?
How can I make retirement planning easier?
Personalization Redefined
Personalization at Scale
Participants experience a uniquely-tailored journey based on critical factors such as age, savings, years to retirement, anticipated taxes, and more.
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We believe in simplicity
Drive Retirement Success
Our user-friendly technology ensures every individual, regardless of financial acumen, receives easy-to-understand, personalized information that sets them on a path to success.
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The Tools You Need:
Actionable plan health and success metrics
Targeted, criteria-driven campaigns to reach participants
Customizable, managed account programs to drive long-term success
Integrations // Partnerships
Strategic partnerships with industry leaders fuel advisor success by expanding product choice and accelerating the delivery of new solutions to market.
Elevated User Experience
Whether you deploy iJoin’s native user experience or integrate it seamlessly into your own platform, the result is a user journey that delivers unparalleled value to employers and their employees. Request a Demo to witness the future of retirement planning.
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The Power of Simplicity
We believe every individual deserves personalized, understandable information that sets them on a path to success. We’re living up to that goal with the industry’s most sophisticated logic, algorithms, and data integrations just behind the curtain.
Participant Experience
Actionable Insights
iJoin provides retirement plan advisors and recordkeepers with immediate, actionable insights into plan health and success metrics. Differentiate by connecting directly with plan participants through targeted, event-driven email campaigns and personalized reports.
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Let’s turn retirement plans into success plans.
Deliver a superior user experience
Differentiate your offering
Drive better outcomes
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