Solution introduction

Accelerate your AUM growth with Capitalize

Our Embedded Rollover solution helps you dramatically grow retirement assets by funding more IRAs for your users

Grow your retirement AUM by up to 5x

Fund more IRAs through rollovers
Our Embedded Rollover solution drives 2-7x more funded accounts and rollover dollars than DIY solutions that rely on users to find and transfer their legacy 401(k) accounts on their own.

Increase average balances
Increase the average retirement account balance by up to 50% as users choose to consolidate more — and larger — accounts with you.

Delight users with technology and a dedicated service team
75%+ of users choose to use the Capitalize rollover solution when offered, allowing them to have a high NPS experience during a critical moment of onboarding.

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