MAKE BEST INTEREST ROLLOVER RECOMMENDATIONS

RolloverAnalyzer

Intuitive application for financial professionals to make best interest rollover recommendations and to easily and consistently document, and disclose their analysis to clients

Training Video

InvestorCOM RolloverAnalyzer Training

Latest User Guide

1.0 Overview

2.0 Investor Information

3.0 Decision Support

4.0 Cost Comparison

5.0 Service Comparison

6.0 Fit Analysis

7.0 Notes

8.0 Investor Considerations

9.0 Saving and Finalizing

10.0 Finalization Page

11. Emailing the Disclosure

12. Compliance Logging