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

YOU LEAD CLIENT
ENGAGEMENT

STREAMLINE INVESTMENT
MANAGEMENT

WE BECOME YOUR
TEAM

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

Proprietary technology and processes to streamline investment management

Flexible service models to support advisor needs

You maintain all client communication

We become the team you need
