RetireOne Launches Advisor Portal
RetireOne Launches Advisor Portal News provided by Share this article SAN FRANCISCO, Jan. 14, 2021 /PRNewswire/ -- The newly-launched RetireOne ® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for managing, reporting, and billing on those assets. RetireOne's team has been responsible for designing and delivering advisory technology solutions in the RIA channel for more than two decades at Schwab, Jefferson National and Nationwide Financial. They have also coll...
Source: prnewswire.com