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 TPA’s and providers using the award-winning SmartPlan Ente…

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 marketing services for enterprise and advisor clients.

“Discovery off…

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 Eddy Award by Pensions & Investments. Your401kConnect.com wa…

vWise Announces Launch of SmartPlan Advisor - An Affordable New Interactive Video System Designed to Engage Employees in Their 401(k) Plans

Designed for Independent Advisers and Smaller Plans; Available as a Monthly Subscription Service

ALISO VIEJO, Calif., Feb. 3, 2009 — vWise Inc. today announced the launch of its new SmartPlan Advisor system. Based upon vWise’s award-winning SmartPlan Enterprise, SmartPlan Advisor is…

Keeping Your Balance as Markets Wobble: Advisor Suggests Re-Jigging Your Portfolio Now to Help Your Outcome When Shares Pick Up Again

ATLANTA, Jan. 13, 2009 — For many investors, the market’s recent swoon has not only shaken their confidence, but thrown their portfolio out of alignment. According to Don Patrick, an independent financial professional, over time, even the most carefully constructed portfolio can becom…