Products June 4, 2003
GoldK Retools Advisor Site
April 18, 2002 (PLANSPONSOR.com) - Financial
advisors using plan provider GoldK's Web site to demonstrate
its retirement savings programs should have now a more
customizable experience, GoldK said.
Reported by Fred Schneyer
GoldK said in a press release that its latest software allows the advisors to:
- better control the look of the advisors’ private label site with logos, colors, and type fonts to match the advisors’ corporate image
- create a page from which a branch or firm manager gets a high-level view of their representatives’ GoldK-related activities
- decide on content available from distribution firms
- more easily customize e-mails to plan sponsors, participants, and sales prospects
- create a custom template from which they can generate service proposals to prospective clients
- use model portfolios created by firm managers of investment selections available through GoldK.