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Wealth Management EDGE

Last chance to save ends this Friday!

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May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Absolute Capital Management

Profile

Absolute Capital’s Workplace Investment Navigator (WIN) platform enables you to seamlessly manage a client’s 401k/403b/457 account while they’re employed, pre-rollover. Billing, trading, and reporting for the account are included. The WIN multi-manager platform helps to risk align your client’s account while increasing investment choices beyond the core investment menu. The client still receives their current account statement and maintains their on-line access.

Find us at the event