Enterprise Level Clients

We offer custom white-labeling services for enterprise level clients. Let us build a custom package to suit your needs. From advisor processes and sales tracking to back-end infrastructure flow and compliance support, we’ve got you covered. Contact us today for more information and pricing.

Advisors

Subscription Options

 

  • Standard
  • Professional
  • Advanced Solutions
Standard Professional Advanced Solutions
Monthly Price (Paid Annually)
*See Terms 		$1,500 $4,000 Call for more info
1-888-4SHIELD
Standard Features
Easy Setup
No software to install — quick and easy online sign up.
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Unlimited Requests for Proposals (RFPs)
Request proposals from leading recordkeepers.
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National Plan Search
Search plans nationwide powered by BidMoni and DOL Form 5500 data.
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Custom Provider Integration
Access to reports that utilize incoming market data to benchmark plan fees and provide ongoing and automated fee monitoring.
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Concierge Onboarding Service
Assistance onboarding your existing plans.
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Premium Features
Predictive Plan Design
Discover tax advantages of different plan designs to determine the best fit for your client. Easily compare plan formats in a simple and easy to understand format.
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Startup Prospector
Sort and filter companies without a plan based on a specific geographic location. An advanced search feature allows users to search companies based on:
  • - Number of Employees
  • - Annual Payroll
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401k Prospector
Sort and filter plans based on a specific geographic location. An advanced search feature allows users to search plans based on:
  • - Current Service Provider
  • - Fiduciary Risk Factors / Unique Plan Characteristics
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Document Integration
Integration of advisory agreements via Docusign®.
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Administrative Oversight Dashboard
Custom reporting and Practice Management system.
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Included Licenses
 10 25 Custom Schedule Demo
*Additional White Label, Firm Level, and Licensing options available. Contact for more information

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