Ameritas Launches Goalwise, a Personalized Savings Experience

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The retirement plans division of Ameritas Life Insurance just announced Goalwise, an iJoin-powered retirement savings experience that focuses on a highly personalized goal-based model that includes managed account solutions, and draw down strategies. GoalWise will expand to offer our holistic financial wellness experience as a natural extension of the user journey.

Under the Goalwise branding, Ameritas also delivers iJoin’s industry-leading advisor tools for targeted, rules-based email campaigns and our unique plan success dashboard and plan sponsor report writer that makes it easy to demonstrate how the retirement team is helping produce better outcomes.

Goalwise by Ameritas runs on the FIS Omni platform. And as an enterprise-level partner, all Goalwise plans and advisors have access to the entire iJoin user journey.

Read the Goalwise announcement here.

Request a demo of the iJoin experience here.