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mPower is a pioneer and leader in online
investment advice, offering powerful solutions that
enable institutions to attract and retain more customers,
accumulate more assets and sell more financial products.
mPower offers the Personal Advisor and the Professional
Advisor for institutions to provide meaningful, affordable
services to their clients.
The Personal Advisor
The Personal Advisor is an online service
designed to help self-directed retirement plan participants
get the most out of their investment choices and put
them on course to meet their retirement goals. It enables
participants to:
- Create a comprehensive retirement strategy that
factors in multiple household members, multiple accounts
and multiple retirement cashflows
- Receive fund-specific advice on accounts
- Simulate the impact of different risk levels on
investments
- Perform various "what if" simulations
in the forecasting section
- Get detailed fund information in the Research Center
- Learn more about retirement plans and general investing
in the Education section
- Easily navigate the web site according to their
experience level and desired amount of time they wish
to spend using the product
:::: Take the Personal Advisor Test
Drive :::::
The Professional Advisor
The Professional Advisor is a total planning tool for
financial advisors and consultants. This service is
designed to help financial professionals advise clients
on meeting multiple financial goals. It enables financial
advisors to:
- Incorporate both taxable and tax-deferred investment
accounts in designing a financial plan
- Designate specific accounts to fund specific goals
- Store and compare unlimited hypothetical scenarios
- Define tax cost constraints when calculating the
optimal allocation of investments within a taxable
account
- Allow for goals occurring any time in the investor's
life
- Perform significant "what if?" modeling
- Modify a client's investment preferences by rating
importance of fund characteristics
- Run forecasts illustrating the probability of achieving
combined goals and individual goals by priority
- Perform portfolio diagnostics
- Run simulations for stock options
- Allow custom target asset allocations, as well
as sector allocations, set either globally or by account
:::: Take the Professionall Advisor
Test Drive :::::
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