Chat with us, powered by LiveChat

Advisor Flex

Keep control while leveraging our flexible technology and processes to support you.

Client Engagement Icon

YOU LEAD CLIENT
ENGAGEMENT

Investment Manager Icon

STREAMLINE INVESTMENT
MANAGEMENT

We Become Your Team Icon

WE BECOME YOUR
TEAM

People in Expand meeting talking data

If you’re like many successful financial advisors, you may be challenged by the 401k environment. Without access to essential systems, and resources to comfortably address risk-management and compliance challenges, you may simply pass on opportunities that can help you build client relationships.

With EXPAND, you have an expert partner ready to help you succeed.

You Have a 401k Practice.
We Can Help You Grow.

For advisors with a 401k practice, EXPAND delivers flexible service options to support your business model

Number 1

Proprietary technology and processes to streamline investment management

number 2

Flexible service models to support advisor needs

number 3

You maintain all client communication

number 4

We become the team you need

Learn More

Let’s schedule a meeting to talk about your practice and goals. Based on your service model, we’ll tailor our services to support your growth. That’s the flexibility in Advisor Flex.

Schedule a Meeting