Enterprise iQ Success in the business of providing financial advice is driven by access to key information. Quickly. Intuitively. Enterprise iQ puts you in the seat of command so you can make better decisions for clients and advisors.
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Most advisors wait for the rollover to manage clients’ largest asset. Absolute Capital CEO Brenden Gebben explains how his firm’s front-door authorization model allows advisors to access and manage held-away 401(k) accounts while clients remain employed—without credential sharing. As custodians crack down and regulators tighten oversight, the distinction between authorized access and workarounds has never mattered more for building scalable, compliant practices.
"SMArtX is kicking off the new year with new products available on the manager marketplace. These help to expand our offerings and provide advisors with a comprehensive and diverse marketplace to meet their specific needs."