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 - offers incr…
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…
KING OF PRUSSIA, Pa., Nov. 20, 2009 — Eric Strohl, President & CEO of FI Compliance Solutions, announced today a series of new service offerings to help banks and credit unions reduce costs and streamline implementations.
“One of the biggest challenges our clients face is time,”…
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…
FI Compliance Solutions Provides Free Help to Banks and Credit Unions to Manage Risk
KING OF PRUSSIA, Pa., July 7, 2009 — In the current economic environment, financial institutions are facing increased scrutiny from federal regulators and the public in general. With so many institutions failing, vigilance and better management of risk are required.
FI Compliance Solutions t…
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…
