AdvisorCONNECT is a social relationship management platform (SRM) that helps financial advisers find new clients. The platform provides advisers new tools to stay current with their networks, including money-in-motion alerts and proprietary wealth graph, which identifies qualified prospects, referrals, and centers of influence.
Expert Collections containing advisorCONNECT
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advisorCONNECT is included in 1 Expert Collection, including Fintech.
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Latest advisorCONNECT News
Apr 30, 2019
FPS and the IPX Platform Launch AdvisorConnect to Bring Personalized Financial Advice, Resources and Education to 403(b) and 457(b) Plan Participants AdvisorConnect pairs with existing financial wellness tools and resources to boost engagement and improve outcomes for plan participants April 30, 2019 09:00 AM Eastern Daylight Time CENTENNIAL, Colo.--( BUSINESS WIRE )-- FPS Group, LLC , an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, has introduced AdvisorConnect to its suite of solutions and tools for 403(b) and 457(b) retirement plans. AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public sector retirement space and has been designed as a value-add to plan participants seeking customized financial solutions. The new offering is found within FPS Group’s Investment Provider Xchange (“IPX”) platform. One of the key components of IPX is the My Financial Wellness Center, which uses digital engagement, educational resources and professional support to help users make more informed financial decisions about budgeting, investing, debt elimination, retirement and other areas of financial planning. Participants using the center have immediate access to AdvisorConnect. “Retirement plan participants are proactively seeking more help in meeting their financial objectives. Financial professionals have the resources and ability to provide the help participants want, but they need help connecting with one another,” said James Olson, Managing Director of FPS Group. “That is where AdvisorConnect comes in, making it easier for participants to identify and vet advisors who can help them meet their goals.” AdvisorConnect provides a network of vetted, plan-authorized financial advisors within the My Financial Wellness Center. Employees can use AdvisorConnect to set up a time to speak with an advisor to gain personalized, one-on-one support for any stage of retirement planning. AdvisorConnect also proactively encourages employees to make an appointment through call-to-action emails, which can be sent with the help of the employer. Employers can access advisor profiles, appointment activity and a built-in support system. “Participants can trust the information they are getting because the advisors are thoroughly vetted through background checks, state licensing requirements and more. There is complete transparency for participants and employers, and it facilitates a much better experience,” Olson said. “Last year, advisors and participants engaged in over 25,000 face-to-face meetings as a result of the AdvisorConnect solution, and we expect that number to grow exponentially in 2019. With its ease of use and available resources, AdvisorConnect further positions IPX as a disruptor in retirement planning.” AdvisorConnect itself is free for employers and employees who use the IPX My Financial Wellness Center. To learn more about AdvisorConnect and to start benefiting from its resources, please visit https://www.myfinancialwellnesscenter.com . About IPX Investment Provider Xchange (“IPX”) is a single-source, end-to-end solution for providers in the 403(b) and 457(b) plan markets, offering the benefits of a multiple-provider approach with the simplicity of a single provider. IPX combines a technology platform for fund trading, recordkeeping and online account access with a custom plan design and consulting from a third-party administrator. Features include transaction processing for contributions, distributions and participant loans, aggregated participant data accessed via a single, robust web portal and the ability to access mutual funds and annuities on one platform. For more information, please visit www.ipxplatform.com . About FPS Group FPS Group, LLC develops products and services designed to offer retirement planning industry stakeholders innovative and efficient ways to streamline processes, cut costs and improve their bottom line. FPS Group offers the Investment Provider Xchange (“IPX”), providing RIAs with a renewed entry point to the 403(b) market. The firm also specializes in Paying Agent Services and Automatic IRA Rollover Services, and offers custody and safekeeping, recordkeeping, tax reporting, income collection, investment of cash balances and other non-fiduciary activities. As a result, FPS clients are more efficient and can offer improved functionality and responsiveness to their clients. For more information, please visit www.fpsgroupllc.com . Contacts
advisorCONNECT Frequently Asked Questions (FAQ)
Where is advisorCONNECT's headquarters?
advisorCONNECT's headquarters is located at 240 Kent Avenue, Brooklyn.
What is advisorCONNECT's latest funding round?
advisorCONNECT's latest funding round is Seed.
How much did advisorCONNECT raise?
advisorCONNECT raised a total of $40K.
Who are the investors of advisorCONNECT?
Investors of advisorCONNECT include Entrepreneurs Roundtable Accelerator and Alumni Ventures.