Advisors will be able to leverage Franklin Templeton’s GOE technology and investment allocation expertise via iJoin’s managed account technology. ...
The addition of integrated financial wellness, education, and coaching differentiates GoalPath’s offering.
LDI-MAP (d.b.a. iJoin), a leader in retirement plan technologies and Fingage Advisors, a digital RIA focused on participant-level, personalized retirement solutions, today announced a technology integration that makes Fingage’s Advisor Managed Account (AMA) solution available on the iJoin platform.
LeafHouse, iJoin partner to deliver a personalized managed account solution with breakthrough pricing
The tech-fueled offering is poised to disrupt the retirement plan industry. LeafHouse Financial and LDI-MAP (d.b.a. iJoin), leaders in retirement...
Your organization has a dedicated web portal for customers. That’s great, but does it create a memorable, brand-reaffirming user experience or is it something more transactional?
“8 in 10 people would appreciate employer help in calculating the income they’ll need for a secure retirement.”
More advisors can now deploy iJoin’s investor experience and communication tools to drive plan success.
“48% of workers have tried to calculate how much money they will need to live comfortably in retirement.”
“9 in 10 retirees rely on Social Security as a source of income in retirement.”
None of us should be shocked reading this. While Social Security is an important safety net, it was never designed to fully fund retirement.
Efficient workstream benefits both employers and participants. FPS Trust and iJoin now offer a hands-free solution to automatically rollover small...