Buyer Fit
Target firm types
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Turnkey platform enabling advisors to manage held-away 401(k) accounts compliantly without credential sharing.
Description
Absolute Capital's Workplace Investment Navigator platform enables financial advisors to manage client held-away 401(k) 403(b) and 457 accounts with automated rebalancing and billing integrated into the advisor's overall wealth management workflow.
APIs and Security
Public APIs
No
