1) You Add Plan & Participant Info

• Add information about your client’s plan

• Add information about your client

• We do the rest!

2) We do all the research

• Assign Asset Allocations

• Proprietary Scoring

• Rules Engine

• Overlay your investment advice

3) Advice Creation, Delivery & Documentation

• We create advice for all your clients within seconds

• Deliver advice to you or your clients

• Document the process, advice and delivery

4) Implement Advice

• Your client trades

• You trade

• We trade