Contact Information

25 Enterprise
Suite 10
Aliso Viejo, CA     92656
Phone: 949-716-1276

Contact: Gregory Newman
Email: gnewman@vwise.com

Website: http://www.vwise.com/

vWise

vWise Company Profile

vWise is a leading developer of rich-media Internet applications based upon its E3 (that’s E-Cubed) architecture. Its SmartPlan Advisor and SmartPlan Enterprise solutions, which serve the defined contribution markets, and its SmartHealth solution, which serves the employee benefits market, use a proprietary mix of video and interactive technologies to help people better understand complex information and make personalized choices.

News from vWise:

Advisors Access™ Launches vWise SmartPlan Enterprise; First Advisor Group to Offer the Interactive-Video System


ALISO VIEJO, Calif., Jan. 25, 2012 — vWise Inc. today announced that Advisors Access™, a turnkey 401(k) service program of BAM Advisor Services, LLC, has made vWise SmartPlan Enterprise an integral part of its participant exper…

The Hartford, MGM Win First-Place Eddy Award for vWise SmartPlan Enterprise


ALISO VIEJO, Calif., March 16, 2011 — vWise Inc. today announced that its implementation of SmartPlan Enterprise for MGM and The Hartford on the DST Trac recordkeeping system has been awarded a first-place Eddy Award by Pensions &a…

Retirement Strategies Inc. Launches vWise SmartPlan Enterprise to Its DCIO Partners; Wilmington Trust First to Debut New Solution


ALISO VIEJO, Calif., June 7, 2010 — vWise Inc. today announced that RSI has chosen SmartPlan Enterprise solution to enhance the capabilities of its Defined Contribution Investment Only (DCIO) partners, and Wilmington Trust is th…

Matrix Adds vWise SmartPlan Advisor to Its Platform


ALISO VIEJO, Calif., May 11, 2010 — vWise Inc. today announced that MG Advisory Services, LLC, a wholly owned subsidiary of Matrix Financial Solutions, Inc., will add SmartPlan Advisor to its platform, giving its advisors direct a…

vWise Introduces Tiered Pricing Model for SmartPlan Enterprise; ExpertPlan First Provider to Deploy Under New Pricing


ALISO VIEJO, Calif., March 2, 2010 — vWise Inc. today announced that it has introduced a tiered pricing model for its award-winning SmartPlan Enterprise solution. The new pricing model – developed in consultation with Expe…

Freedom One Financial Group Adds vWise SmartPlan Enterprise to its Participant Platform


ALISO VIEJO, Calif., Jan. 13, 2010 — vWise Inc. today announced that Freedom One Financial Group, Clarkston, Michigan, has added SmartPlan Enterprise to its education and communication service offering to plan participants. Fr…

NextStep Steps Up: Adds vWise SmartPlan Enterprise to Its Participant Education Offering


ALISO VIEJO, Calif., Dec. 7, 2009 — vWise Inc. today announced that NextStep Defined Contribution, Inc. has agreed to add its SmartPlan Enterprise interactive-video retirement planning system to the NextStep participant educa…

Sentinel Financial Group Adds vWise SmartPlan Enterprise to its Participant Platform


ALISO VIEJO, Calif., Oct. 26, 2009 — vWise Inc. today announced that Reading, Massachusetts-based Sentinel Financial Group will add SmartPlan Enterpise to its participant platform. Sentinel joins a growing list of prominent TP…

Discovery Database Adds vWise SmartPlan Advisor to Its Sales and Marketing Service Offerings


ALISO VIEJO, Calif., March 25, 2009 — vWise Inc. today announced the formation of a partnership with Discovery – The Financial Information Group Inc., to offer vWise SmartPlan Advisor to Discovery’s sales and market…

vWise Wins First Place Eddy Award for Your401kConnect.com


Designed to Help Educate and Engage Employees of Harrah’s Entertainment
ALISO VIEJO, Calif., Feb. 17, 2009 — vWise Inc. today announced that its interactive video site Your410kConnect.com has been awarded a first place Ed…

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