ASPire's investment platform provides advisors/reps with key advantages to help facilitate a long-term, mutually beneficial advisor/participant relationship. Advisors see a summary view of all participants accounts on which they are an appointed authorized agent and have the ability to enter and manage investment aspects of the participant account.
ACTIVITY & REPORTS
View and print detailed histories of a variety of reports, including participant statements and investment allocations. All Plan Reports are instantly created as Adobe PDF documents for printing or archiving.
The platform acts as a paying agent to the accounts you have been appointed to as an authorized agent. Whether you charge an investment advisor fee or receive 12b1 commissions - the system calculates the compensation data and remits payment to your firm or Broker Dealer.