Turn compliance into a growth engine.
An advisor-led solution that helps wealth firms act on rollover opportunities with confidence. Every recommendation is data-backed, compliance-native, and investor-focused.
Turn compliance into a growth engine.
An advisor-led solution that helps wealth firms act on rollover opportunities with confidence. Every recommendation is data-backed, compliance-native, and ready to defend.
Turn compliance into a growth engine.
An advisor-led solution that helps wealth firms act on rollover opportunities with confidence. Every recommendation is data-backed, compliance-native, and ready to defend.
Join North America's leading wealth and asset managers, growing 50% faster than the industry average.
THE ROLLOVER OPPORTUNITY
$1 trillion in retirement assets every year.
The advisors capturing their share have the right platform behind them.
InvestorCOM is purpose-built for advisor growth, empowering firms to identify more rollovers, make stronger recommendations, and complete transfers without friction.
WEALTH MANAGERS
Built for the way you work.
An end-to-end rollover platform for wealth managers who believe better outcomes come from better conversations, not more paperwork. Identify rollover prospects, compare annuities, and complete the transfer in one connected workflow, with regulatory logic and plan-level data built into every step.
Find your next retirement client.
Proactively identify high-value rollover opportunities and route them directly into the advisor workflow.
Identify the right prospects
Surface qualifying opportunities based on plan and advisor fit.
Match plans to your expertise
AI-driven pairing matches the right plans to the right advisor.
Reach out with confidence
Generate tailored emails from plan and prospect details.
Deliver recommendations you can stand behind.
Let embedded regulatory logic and market data shape every recommendation. Assess investments, compare options, and document the best-interest rationale in one simple flow.
Compare side-by-side
Benchmark your client’s current plan against the proposed account.
Look up Form 5500 data instantly
Surface plan expenses automatically, no manual lookup required.
Document every recommendation
Generate an audit-ready PDF for every recommendation.
Compare annuities with confidence.
Choose the right annuity product for every client, backed by clear, data-driven analysis and a complete record of every recommendation you make.
Benchmark every annuity alternative
Compare features, fees, and benefits side-by-side.
Identify best-interest alternatives
RAA Ranking Engine ranks every available option so you can recommend with confidence.
Document your rationale
Built-in recordkeeping for Reg BI, NAIC Best Interest, and PTE 2020-02.
Complete the transfer digitally.
Move from client agreement to funding confirmation in one digital flow. No paper on your end, no friction on theirs.
Execute without the paperwork
Replace paper forms with a seamless digital transfer workflow.
Stay in sync with your client
Advisor and client see the same transfer status at every step.
Keep every transfer moving
Reduce drop-off with a frictionless client experience.
ASSET MANAGERS
Scale your distribution.
InvestorCOM puts your products in front of more advisors and keeps them top of mind. Turn wider distribution into a real growth advantage.
Drive stronger advisor engagement.
Make your products easier for advisors to access, trust, and recommend. Compose, distribute, and track every disclosure from one place.
Author in any language
Create regulatory documents in multiple languages with built-in translation tools.
Reach every advisor
Distribute compliant documents to advisors and clients across all channels.
Track every send
Maintain a complete audit trail of every document you distribute.
