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.
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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.

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