Solution introduction
InvestorCOM RolloverAnalyzer is a drop-in, cloud-based application for financial professionals to make best interest rollover recommendations and consistently document and disclose their analyses to clients
RolloverAnalyzer is intuitive to use and the only technology available today that digitizes and automates a firm’s rollover processes via a single end-to-end workflow
InvestorCOM RolloverAnalyzer is a drop-in, cloud-based application for financial professionals to make best interest rollover recommendations and consistently document and disclose their analyses to clients.
