If you have an existing relationship with a TPA firm we can easily support working with them and providing them access to the platform for administrative functions.
ASPire provides you total control! We work with almost every financial institution giving you the discretion over the custodian and their available investment options. You set the plan pricing and we will debit your RIA fees directly from the assets in the plan and journal the fees to your master account or issue a check in your name (quarterly).
ASPire's technology functions as a gateway, integrating a unique suite of online and support services. As a result, investment professionals enjoy advantages of:
ASPire's technology functions as a gateway, integrating a unique suite of online and support services. As a result, investment professionals enjoy advantages of:
- Complete online access to all of your Plans
- Sales Management System (CRM)
- Fund Screeners & Comparison Tools
- Customized Investment Policy Statements (IPS)
- Detailed Comparisons Proposals
- Investment Policy Monitor (IPM) (performance and benchmarking reports)
- Professional Sales Materials
- Unitized Separately Managed Accounts
- Customized Model Portfolio Allocations
- Customizable Automatic Rebalance features (including global Model Portfolio Rebalancing)