This year, we conducted a survey of RolloverAnalyzer users from a prominent US advisory firm, and the results were nothing short of astounding. The feedback was overwhelmingly positive, showcasing the significant impact our solution has on financial advisors’ productivity and satisfaction. 

Participants in the survey expressed a clear consensus: RolloverAnalyzer dramatically enhances their efficiency and satisfaction compared to their previous rollover processes. The ratings speak for themselves: 

• 9 / 10 on Ease of Use 

• 8.5 / 10 on User Confidence in Meeting Regulatory Obligations 

• 8.5 / 10 on Improving Existing Processes 

Additionally, an impressive 80% of financial professionals reported saving 1 to 3 hours per rollover by using RolloverAnalyzer. 

Here’s what some financial advisors had to say: 

• “It saves me tremendous time and energy.” 

• “I love the ability to pull plan data on the fly.” 

• “The best part is how easy it is to use!” 

As highlighted in these testimonials, RolloverAnalyzer plays a transformative role in streamlining the rollover process, enhancing compliance, and ultimately making financial advisors’ jobs easier and more enjoyable. 

Are you ready to boost the number of rollovers at your firm, streamline compliance efforts, and enhance advisor satisfaction? Discover the benefits of RolloverAnalyzer for yourself by scheduling a demo at www.investorcom.com/demo. 

Tags: Demo, rollover, RolloverAnalyzer