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.
Unlimited Requests for Proposals (RFPs)
Request proposals from leading recordkeepers.
National Plan Search
Search plans nationwide powered by BidMoni and DOL Form 5500 data.
Custom Provider Integration
Access to reports that utilize incoming market data to benchmark plan fees and provide ongoing and automated fee monitoring.
Concierge Onboarding Service
Assistance onboarding your existing plans.
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.
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
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
Document Integration
Integration of advisory agreements via Docusign®.
Administrative Oversight Dashboard
Custom reporting and Practice Management system.
Included Licenses
10 25 Custom Schedule Demo
*Additional White Label, Firm Level, and Licensing options available. Contact for more information

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