What Led to a 2.5x Increase in Rollover Recommendations for the Four Firms?
We examined 12 months of RolloverAnalyzer data from four mid-sized wealth management firms. While we expected an increase in rollover recommendations due to automation, we were surprised to see rollover activity increase by 2.5X. Furthermore, this analysis shows that rollover growth is the result of activity, not an increase in users.
Using RolloverAnalyzer to Drive Retirement Asset Growth
The integration with Form 5500 and benchmark data and the overall comparison of existing vs. recommended investments are particularly valuable. On top of that, it is very user friendly and easy to understand for both the adviser and the client, and great for our compliance department because it is customizable to our business.
Has RolloverAnalyzer helped you increase potential AUM growth opportunities?
Yes, by 20-50%.
