WMSI is pleased to introduce the IRA Selection Tool, a highly engaging web-based tool that helps users determine whether a Traditional or Roth IRA is a more suitable option relative to their personal financial situation. Comprehensive and mobile friendly, the IRA Selection tool calculates maximum contribution levels for primary account holders and their spouses. The tool also leverages Did You Know? tips to deliver content at key decision points when it is most relevant to users. This cost effective, actionable tool can be used by recordkeepers, advisors and IRA providers to educate investors, job changers and retirees about their IRA and rollover options while supporting clear calls to action.
“Investors have all heard a lot about the importance of saving for retirement but when it comes down to choosing between a Traditional or Roth IRA most people could use some help,” said Kazi Ariff, WMSI’s Director of Retirement Planning Solutions. “The IRA Selection Tool addresses the needs of several targeted audiences. IRA Providers can utilize the tool to improve IRA conversion rates and to expand advisor services while recordkeepers can leverage the tool to address participants’ need for education as part of the distribution and rollover process.”
The IRA Selection Tool can be integrated within a company’s existing website and customized to reflect a specific branding strategy creating a seamless user experience.
About Wealth Management Systems Inc. (WMSI)
Founded in 2000, Wealth Management Systems Inc. (WMSI) is the leading provider of technology-based rollover services in the retirement services industry. WMSI has over 40 leading firms participating in its network and is connected to record keepers servicing over 12 million participants. In 2012, WMSI acquired Archimedes Systems Inc. a leading provider of web-based college and retirement planning tools and personalized communication services. These enhanced capabilities create added value for financial service providers, recordkeepers, plan sponsors, and advisors alike.
Additional information about WMSI is available at http://www.wealthmsi.com