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With Portfolio Factory you can easily and affordable setup and brand custom 401k portfolios for your clients, and give them the ability to check their balances online!
Setting up and branding custom 401k investments in 2 easy steps: |
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1. using any combination of no-load mutual funds, create your own line-up of the custom 401k portfolios you want to offer to your clients. Click here for more details.
2. Name (ie. "brand") each of the custom 401k portfolios
you have created. When your clients go online they will see
the portfolio names you created, and the current balance of their holdings.
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