SALES AUTOMATION TOOLS FOR THE RETIREMENT PLAN INDUSTRY
Designed for:
TPA's | Recordkeepers | Advisor | Wholesalers | Broker-Dealers
ELITE'S DIGITAL TECHNOLOGY
In the past 12 months:
12,970
Retirement Plan Proposals
Produced for
5,740
Unique Advisors
Received a proposal from Elite representing
$39
Billion
in retirement assets proposed,
resulting in
$19.5
Million
in SOLD TPA plan revenues
ELITE RETIREMENT ALLIANCES
Elite's digital tools and data integrations are built for and used by the following:
TPA
TPA proposals are the most complex in the industry - we've made it easy. Need to add 3(16) pricing? Self Directed Brokerage Accounts? Retain or offset RK revenue share, and much more - all done in seconds.
ADVISORS
Would you like your TPA to generate a customized, transparent proposal in minutes? What if you could have that proposal and other important 401(k) documents available whenever and wherever you needed them? TPA or Recordkeeper proposal (click/click), Plan Document (click/click).
RECORDKEEPER
Help your TPA alliance partners increase sales while at the same time reducing your onboarding costs by as much as 20%.
BROKER-DEALER
What if you could have an electronic line of sight on RFP - TPA Proposal - RK Proposal - Sold Plan Paperwork? What if that was all available in an easy to use, secure way?