Customization

Offer a customized participant journey.

Each experience offers the flexibility to create a customized user journey that fulfills important plan-level communication requirements while also helping employees make educated decisions about their financial future. Content and user interface can be adapted to reflect recordkeeper, advisor and plan sponsor brand identity.

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Deliver a tailored solution for each plan.

Each experience is composed of plug-and-play modules that make it easy to create custom paths and content that meet your needs.

  • Modular experience allows sections to be easily added, moved or omitted
  • Create personalized CTAs to drive participant action
  • Communicate specific plan features like matching contributions, vesting schedule and catch-up contributions
  • Tailor the Risk Tolerance Questionnaire to your needs
  • Include plan-level disclosures and disclaimers

Provide a seamless experience across channels.

  • Default content can be easily tailored to reflect brand style guidelines
  • Customizable white-label interface can be updated to reflect brand-specific colors
  • Easily incorporate recordkeeper, advisor or plan sponsor logos