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

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Gain Unparalleled Choice of UX Features Including Managed Advice and In-plan Income Solutions

CONNECT is a modular, open architecture solution that allows recordkeeper partners to access their choice of elements of the iJoin technology stack via API or SSO. CONNECT helps partners accelerate to market faster, more flexibly, and with minimal lift.

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CONNECT makes it easy to offer advisors product choice essential to defending suitability, delivery, and cost recommendations to clients.

Through a single integration, CONNECT gives recordkeepers and their advisor partners unparalleled access to their choice of features, including personalized, goal-based enrollment, financial education and wellness, participant engagement and communication tools, plan health analytics, rollover automation, and the iJoin Solution Marketplace: a growing ecosystem of managed advice services and retirement income products.

Reduce Technical Complexity, Cost, and Time To Market

Leverage CONNECT to deliver an array of new offerings in less time than it traditionally takes to integrate a single offering. Doing so vastly reduces technical complexity and resource cost while allowing partners to maintain control of branding and proprietary UX.

Open API or SSO

CONNECT allows partners to deploy the technology via endpoints or through brandable, embedded microsite presentations. Importantly, no PII is stored as data passes anonymously to support the user experience. CONNECT turns complex integrations into scalable opportunities.

CONNECT’s flexible one-to-many integration via SSO or API is the gateway to market choice.

Graphic illustrating the process of an advisor, sponsor, or participant accessing all of iJoin's tools and 25+ partner solutions through one single point of access.
Graphic illustrating the process of an advisor, sponsor, or participant accessing all of iJoin's tools and 25+ partner solutions through one single point of access.

Access what you need with iJoin.

Talk to us about how you can leverage the power of iJoin.

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