Partner Program

Invesmart’s business is dedicated to helping our advisor partners grow their retirement practice with unbiased, targeted qualified retirement plan services and solutions for your clients.

The Invesmart Partner Program is designed to enhance the relationship between financial professionals and their clients. The Program seeks to deliver complete fee based services to plan sponsors and participants that blend the best capabilities of each partner in the relationship.

Invesmart’s Partner Program Provides

	A custom program designed to best meet the needs of you and your clients
	Complete market research, sales planning, and sales training services
	Comprehensive participant education and advisory services
	Institutional quality investment research and advisory services
	Top tier recordkeeping and administration

Total Partner Support

	Dedicated individuals provide you with the support you need
	Tailored training program gets you started on the right path
	You have access to research updates, sales materials and quarterly investment performance reports

Why Invesmart?

	Invesmart and its affiliates provide retirement guidance, unbiased investment advice and full service recordkeeping
	True open architecture
	Our enrollment, educational and communications process is unlike any other in the industry
	Invesmart has roots in technology designed to facilitate education and decision-making and to streamline recordkeeping and trading for a full-service offering
	Firms can leverage a powerhouse of resources specifically for the retirement needs of clients