Unique offer for Individual Advisors. Buy the Averages Book and an Individual Advisor License and you can use the fee information in your client reports.
We are pleased to offer individual advisors the option to purchase the 401k Averages Book 23rd Edition and Individual Advisor License for $195.
- The Individual Advisor License is an agreement which allows for the use the data contained in the 401k Averages Book 23rd Edition in your client reports for one year. This is not an electronic solution, you need to manually take the data from the book and put it into your own reports.
- The Individual Advisor License allows you to use the scenarios in the Averages Book to compare your clients’ fees in your own reports.
- The Individual Advisor License upgrades your single user book license to a single user Advisor License.
408(b)(2) is here and fee disclosure reports only tell your clients so much. The missing piece of the puzzle is providing them with a reliable comparative fee benchmark. Create your own state of the art fee benchmarking reports or use one of our free fee report templates.
Ideal for new business or client retention.
* NEW: Get two FREE Advisor Report Templates to use with the Individual Advisors License.
Providers, RIAs and TPAs interested in learning about our corporate license solutions may call 888-401-3089 ext 1.