Spanning the core capabilities of advise, invest, manage, and report, our open-architecture technology combines the investment tools, processes, and analytics that are essential drivers of a sustainable retirement-plan business, in a single web-based solution.
ERS Strategic Value Proposition for Retirement Advisors
Integrated end-to-end solution to drive practice efficiency
Ability to automate and scale quarterly processes
Leverages and enhances core competencies of each practice
Advisor drives Investment Philosophy, Fund Selection, Reporting, and Communications
Customized Managed Account Solutions to maximize outcomes for the Participant, the Plan, and the Practice
Revenue/margin maximization through
To get a strong sense of where you are today—and where you can be with ERS - take the following brief diagnostic. Click on any of the statements towards the right that may apply to your current situation.
ERS combines the investment tools, processes, and analytics that are essential drivers of a sustainable retirement plan business, in a single web-based technology solution.
Your customizable ERS dashboard gives you a view into your business - include alerts, plan performance, assets, and revenues.