The partnership leverages iJoin’s market-leading integration and advisor tools
PCS Selects iJoin to Expand Advisor Access to AMA and Income Solutions
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iJoin’s “IRA ClarityTM” Automates Rollover Suitability and Continuity of Advice
iJoin, a leading retirement plan technology innovator, has announced the availability of “IRA Clarity,” an all-new Voluntary/Advisor Directed IRA rollover process for 401(k) plan advisors.
LeafHouse Launches the Automated Personalized Portfolio™ in Collaboration with BlackRock and iJoin
LeafHouse continues to grow its Automated Personalized Portfolio™ (APP) offerings in conjunction with iJoin by offering a version integrating BlackRock glidepath services.
PGIM partners with iJoin to expand access to PGIM RetireWell Managed Accounts
New offering raises the bar on personalized advice at scale to help savers reach retirement PGIM,1 the $1.33 trillion global investment management...
iJoin Deepens Leadership Adding Valerie Scagliola as VP Marketing
Valerie’s vision is informed by more than 10 years of retirement and tech marketing experience with Franklin Templeton and Evernote.
SRP and Alerus Launch PEP with iJoin’s UX and AMA Technology
Strategic Retirement Partners (SRP) and Alerus just announced the WELLthBuilder II PEP leveraging iJoin’s adviser-managed account technology to support a highly personalized default investment strategy.
Alerus Powers Its Goal-Based Participant Experience with iJoin
The company makes iJoin’s personalization features a seamless component of its MyAlerus financial fitness UX.
Broadridge Integration with iJoin and IPX Enables Allianz In-Plan Income Solution
The development allows for protected income products in retirement plans custodied by Matrix. Leaders in retirement plan technology innovation…
iJoin Introduces Game-Changing Fee Management Functionality for 401(k) Managed Accounts
New fee billing features make it easy for recordkeepers to support one or multiple partners. iJoin, a leading innovator in retirement plan...
iJoin Encourages Action With “It’s Go Time” Campaign
The messaging to be delivered alongside industry partners reflects a shared readiness to deliver on outcomes.LDI-MAP (d.b.a. iJoin), a leader in...