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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 Schlindwein Associates, LLC, a registered
investment advisor. See for yourself
how powerful these interactive tools
can be.
GuidancePlus is
online interactive investment education
and guidance for plan participants.
Based upon information provided through
your recordkeeping system, and supplemental
information provided directly by the
participant, the system makes specific
asset class allocation recommendations.
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 MasteryPOINT Financial Technologies,
a Newkirk subsidiary, and is provided
by MasteryPOINT and Schlindwein Associates, LLC, 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 MasteryPOINT Financial Technologies,
a Newkirk subsidiary, and is provided
by MasteryPOINT and Schlindwein Associates, LLC, 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.
AdvicePlus
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