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Online Guidance and Advice GuidancePLUS and AdvicePLUS have been developed by MasteryPOINT Financial Technologies, a Newkirk subsidiary, and are provided by MasteryPOINT and MP Advisory Services, LLP, a registered investment advisor. See for yourself how powerful these interactive tools can be.
GuidancePlus
The online guidance system provides information and tools to select mutual funds within those asset classes. The system even records participant decisions, and transmits that information back to the recordkeeping system. GuidancePlus provides your plan participants with the objective investment guidance they need from a proven source. The system is simple enough for novices to use, yet powerful enough to meet the needs of the sophisticated investor. GuidancePlus includes fund data sheets, prospectus access, etc., as a part of its affordable base price. Prospectus viewing is provided through Newkirk’s EDGAR-View®, a service which extracts data from the SEC's EDGAR site. The system sends prospectuses, amendments, and annual and semiannual report data to participants for online viewing. GuidancePlus does not provide advice. The system has been reviewed by a leading law firm, which has determined that the guided near advice presented by GuidancePlus falls within the safe harbor of DOL interpretive bulletin 96-1. GuidancePlus has been developed by MasterPOINT Financial Technologies, a Newkirk subsidiary, and is provided by MasteryPOINT and MP Advisory Services, LLP, a registered investment advisor. Test-drive GuidancePlus. Click here to try a demo version of GuidancePlus. Register to attend an online demonstration. Visit www.newkirk.com/event/ to attend a hosted, online demonstration of GuidancePlus. Click here to request more information on GuidancePlus. Or, contact Eliot Freeman directly by phone at 518-862-3317.
AdvicePlus is online interactive education, guidance, and advice for plan participants. Based upon information provided through your recordkeeping system, and supplemental information provided directly by the participant, the system determines appropriate asset allocations and then makes specific investment recommendations within each asset class. AdvicePlus uses two-way connectivity with recordkeeping systems to provide a personalized online experience for participants, and then returns all investment decisions made by the participant to the recordkeeper. AdvicePlus helps participants achieve their retirement goals. The system is simple enough for novices to use, yet powerful enough to meet the needs of the sophisticated investor. AdvicePlus has been developed by MasterPOINT Financial Technologies, a Newkirk subsidiary, and is provided by MasteryPOINT and MP Advisory Services, LLP, a registered investment advisor. Test-drive AdvicePlus Click here to try a demo version of AdvicePlus. Click here to request more information on AdvicePlus. Or, contact Eliot Freeman directly by phone at 518-862-3317.
Click
here to request
more information on Newkirk's
Participant Investor Services.
Or, contact Eliot Freeman by phone
at 518-862-3317. |
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AdvicePlus
