ERS Platform Services


Today's retirement market includes a range of single point solutions that are cost prohibitive and highly inefficient. Leverage the ERS integrated retirement platform to address the investment, technology, data, and regulatory needs of retirement plans in a cohesive, holistic way. The core values of ERS include improving transparency, and collaborating with all key retirement stakeholders to help empower advisors and enterprises with the tools and services to transform retirement management for the benefit of plan participants. With that in mind, the ERS platform spans the four key areas of the wealth management process to—advise, invest, manage, and report—and to deliver solutions that automate key business practices and to help with retirement outcomes.


The Retirement Advisor Suite


  • Proposal Generator
  • RFP Vendor Analysis
  • Retirement Readiness Analysis
  • Book-of-Business, Data Aggregation
  • Monitoring Reports, AUM Reports
  • Interactive Dashboards, Goal Tracking Reports
  • Investment Research, Due Diligence  
  • Fund Analytics, Fund Recommendations  
  • Product Platforms, Third-Party Strategist  
  • Qualified Individual Life Target Solutions: QuILTS  
  • 3(21) / 3(38) Fiduciary Services   
  • Model Management (Target Risk / Target Date)  
  • Portfolio Analysis, Billing, Rebalancing   


ERS Data Management

The ERS Data Management Platform provides data aggregation and reporting services to Plan Providers, Broker Dealers, and DCIO firm’s supporting their compliance, reporting and business intelligence needs.


ERS Model Management Solutions

ERS Model Management Solutions empower 401(k) plan professionals with the ability to create and manage model portfolios on specified trust, custody, trading, and clearing platforms.




Interested in taking a look at ERS?