Absolute Capital’s Workplace Investment Navigator (WIN) platform enables you to compliantly manage a client’s 401k, 403b or 457 account while they are still employed, pre-rollover. Fees come from the plan account, no client passwords/credentials are utilized and trading & reporting are included.

Our multi-manager platform (350+ models available) helps to risk align your client’s account while increasing their investment choices beyond merely the core investment menu.

This can be a great way for you as a financial professional to increase your AUM and revenue while helping steward what could be your clients’ most significant asset.