The program includes investment guidance – provided by GuidancePlus – and investment advice – offered through AdvicePlus – as well as viewing of online mutual fund prospectuses, semi-annual and annual reports, and fund data sheets. The data sheets are made available through Newkirk Fund Central, according to the company. Also, the program offers additional online tools and educational content.
NPIS is integrated within the NewkirkOne participant communication platform, according to the company. The goal is to combine education and information services under a single brand, the company asserted.
To register for an online demonstration of GuidancePlus and AdvicePlus, contact Eliot Freeman at 518-862-3317, or email at firstname.lastname@example.org . A demo page is also available at www.masterypoint.com .
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