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 experience by working with its third-party administrators to make the…
Richard Bryan Has Been Admitted to the Paladin Registry Honor Roll
SACRAMENTO, Calif., July 27, 2011 — Paladin announced that Richard Bryan has qualified for admittance to the Registry and he has been awarded Paladin’s highest-quality rating (Five Stars).
The Paladin Registry (http://www.paladinregistry.com) provides information, rating, and do…
Chaikin Stock Trading Tools Now Available for Desktop with Online Trading
Best-Selling iPhone App Now Available as a Desktop Widget
PHILADELPHIA, July 6, 2011 — Chaikin Stock Research, creator of a suite of stock tools that empower individuals to make better investment decisions, including its popular iPhone app, announces Chaikin Power Tools for Desktop.
The free d…
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 & Investments.
“We are proud that SmartPlan Enterprise…
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 the first RSI DCIO partner to debut the new solution.
“We are a…
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 access to the award-winning solution.
“We are completing t…
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 ExpertPlan, which is the first provider to deploy plans using it ̵…
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. Freedom One joins an elite group of retirement plan consultants, pr…
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 education offering.
“NextStep offers leading-edge recordkee…
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…
