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Financial Institutions
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
::::: |
