Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

iJoin

Menu

a

ijoin

iJoin

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

Request a Demo

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.

Request a Demo

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.

Request a Demo

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.

Leafhouse
Allianz
Franklin Templeton
iGPS
PenChecks
Coherent
IPX
Stadion
GoalPath
ProNvest
fingage
Annexus

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.

Request a Demo

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.

Learn About ACT

Let’s turn retirement plans into success plans.

Deliver a superior user experience

Differentiate your offering

Drive better outcomes

Request a Demo