New Partnership with Manifest fuels industry-first, compliant rollover experience for advisors. 

InvestorCOM is pleased to announce a strategic partnership with Manifest, the industry leader in Rollover fund transfers. This partnership supports wealth firms as the compliance-first bridge between wealth management and retirement planning. Manifest’s technology is integrated into InvestorCOM’s Rollover platform, simplifying and accelerating the movement of funds from 401(k)s to IRAs. Today’s manual transfer process creates friction for firms, advisors, and investors. By streamlining the critical transfer step in the rollover process, the advisor will become more productive, the wealth firm will realize significant efficiencies, and most importantly, the investor will have a streamlined user experience. 

With this partnership, InvestorCOM’s platform is uniquely positioned as the first compliance-led wealth-to-retirement bridge, enabling advisors to prospect, recommend, and transfer retirement assets with confidence and scale. The convergence of wealth and retirement is a $1 trillion organic growth opportunity for advisors and firms.  

Customer results from the Rollover Platform include: 

• 30% annual growth in rollover assets, 

• 3X rollover size vs industry average, and 

• Advisor confidence driven by compliance & simplicity 

“As retirement planning and wealth advice continue to converge, advisors need more than technology; they need confidence,” said David Reeve, CEO of InvestorCOM. “By embedding compliance into every step of the rollover journey, and producing supervision-ready records, we’re empowering advisors to drive growth while delivering better outcomes for clients. This is the next generation retirement of advice.” 

“InvestorCOM’s compliance-first approach to rollovers perfectly aligns with our mission to make retirement transfers secure, simple, and accessible,” said Anuraag Tripathi, CEO of Manifest. “By powering the fund transfer step of their platform, we’re enabling advisors to deliver a seamless rollover experience that keeps retirement savings growing. This partnership represents the future of how wealth firms will serve clients at one of the most critical moments in their retirement journey.” InvestorCOM’s Rollover platform positions advisors to participate in a larger piece of this growing market. To hear more about this opportunity, and how leading wealth firms are executing on this strategy, tune into our upcoming webinar. 

Learn more about how InvestorCOM’s Rollover platform is reshaping retirement advice at investorcom.com/rollover-platform. 

​​​Learn more about Manifest’s digital solution for retirement account transfers at www.usemanifest.com.