vWise is a leading developer of rich-media Internet applications based upon its E3 (that’s E-Cubed) architecture. Its SmartPlan Advisor and SmartPlan Enterprise solutions, which serve the defined contribution markets, and its SmartHealth solution, which serves the employee benefits market, use a proprietary mix of video and interactive technologies to help people better understand complex information and make personalized choices.
VMAX SmartPlan Gives Advisors a New View Into $1.6 Billion in Plan Participants' Assets
Retirement plan engagement software platform provides comprehensive financial picture of plan participants', enabling advisors to provide individual financial advice ALISO VIEJO, Calif., Oct.19, 2015 /PRNewswire/ — vWise Inc., announced today that VMAX SmartPlan, its proprietary digital retirement plan engagement software platform, can help recordkeepers and third party administrators (TPAs) deliver comprehensive information to plan advisors on […]
9 out of 10 study participants reported that SmartPlan helped them to become more "retirement ready." ALISO VIEJO, Calif., March 23, 2015 /PRNewswire/ — vWise Inc. today released highlights from its continuing research study of the effects of behavioral finance and its SmartPlanSM employee engagement solution that revealed significant improvement in the confidence that employees feel […]
ALISO VIEJO, Calif., Sept. 5, 2014 /PRNewswire/ — vWise, Inc. announced today that retirement plan provider Envoy Financial used vWise's new vMax Solutions to increase employee participation by over 24% across a large number of different Plan Sponsor clients. Logo – http://photos.prnewswire.com/prnh/20140904/143214 "We dramatically increased our average employee participation rate in just 5 weeks using vMax […]
vWise Appoints Industry Executive, James Liberi, to Senior Vice President of Sales and Strategy
ALISO VIEJO, Calif., June 12, 2014 /PRNewswire/ — vWise announced today that it has appointed James Liberi to the position of Senior Vice President of Sales and Strategy. Liberi will focus on the enterprise market while helping execute the company's strategic growth goals. "This is a very exciting opportunity and time to be a part of […]
401k Industry Veteran Danny Streiff Joins vWise as Senior Vice President of Sales
vWise president Tony Mingo says new appointment of Streiff is another addition in process to create 'dream team' of industry talent at vWise ALISO VIEJO, Calif., May 20, 2014 /PRNewswire/ — vWise announced today that it has appointed Danny Streiff to the position of Senior Vice President of Sales – Mid-Market. "This is an opportunity I […]
ALISO VIEJO, Calif., Jan. 25, 2012 — vWise Inc. today announced that Advisors Access™, a turnkey 401(k) service program of BAM Advisor Services, LLC, has made vWise SmartPlan Enterprise an integral part of its participant experience by working with its third-party administrators to make the award-winning interactive-video system available to every sponsor plan in its […]
The Hartford, MGM Win First-Place Eddy Award for vWise SmartPlan Enterprise
ALISO VIEJO, Calif., March 16, 2011 — vWise Inc. today announced that its implementation of SmartPlan Enterprise for MGM and The Hartford on the DST Trac recordkeeping system has been awarded a first-place Eddy Award by Pensions & Investments. "We are proud that SmartPlan Enterprise has earned this prestigious first-place Eddy award. We worked closely […]
ALISO VIEJO, Calif., June 7, 2010 — vWise Inc. today announced that RSI has chosen SmartPlan Enterprise solution to enhance the capabilities of its Defined Contribution Investment Only (DCIO) partners, and Wilmington Trust is the first RSI DCIO partner to debut the new solution. "We are always looking for ways to enhance the value of […]
Matrix Adds vWise SmartPlan Advisor to Its Platform
ALISO VIEJO, Calif., May 11, 2010 — vWise Inc. today announced that MG Advisory Services, LLC, a wholly owned subsidiary of Matrix Financial Solutions, Inc., will add SmartPlan Advisor to its platform, giving its advisors direct access to the award-winning solution. "We are completing the addition of SmartPlan Advisor to our advisor platform, and throughout […]
ALISO VIEJO, Calif., March 2, 2010 — vWise Inc. today announced that it has introduced a tiered pricing model for its award-winning SmartPlan Enterprise solution. The new pricing model – developed in consultation with ExpertPlan, which is the first provider to deploy plans using it – offers increased flexibility to providers and helps them bring […]
Freedom One Financial Group Adds vWise SmartPlan Enterprise to its Participant Platform
ALISO VIEJO, Calif., Jan. 13, 2010 — vWise Inc. today announced that Freedom One Financial Group, Clarkston, Michigan, has added SmartPlan Enterprise to its education and communication service offering to plan participants. Freedom One joins an elite group of retirement plan consultants, providers, and TPAs who offer SmartPlan Enterprise as a solution to reaching retirement […]
NextStep Steps Up: Adds vWise SmartPlan Enterprise to Its Participant Education Offering
ALISO VIEJO, Calif., Dec. 7, 2009 — vWise Inc. today announced that NextStep Defined Contribution, Inc. has agreed to add its SmartPlan Enterprise interactive-video retirement planning system to the NextStep participant education offering. "NextStep offers leading-edge recordkeeping and administration services to enterprise and advisor clients. Our SmartPlan Enterprise interactive-video employee engagement solution is the perfect […]
Sentinel Financial Group Adds vWise SmartPlan Enterprise to its Participant Platform
ALISO VIEJO, Calif., Oct. 26, 2009 — vWise Inc. today announced that Reading, Massachusetts-based Sentinel Financial Group will add SmartPlan Enterpise to its participant platform. Sentinel joins a growing list of prominent TPA's and providers using the award-winning SmartPlan Enterprise solution. "On January 1, we will be installing SmartPlan Enterprise onto our [SunGard] Relius platform, […]
Discovery Database Adds vWise SmartPlan Advisor to Its Sales and Marketing Service Offerings
ALISO VIEJO, Calif., March 25, 2009 — vWise Inc. today announced the formation of a partnership with Discovery – The Financial Information Group Inc., to offer vWise SmartPlan Advisor to Discovery's sales and marketing services for enterprise and advisor clients. "Discovery offers an excellent selection of sales and marketing products and services to enterprise and […]
vWise Wins First Place Eddy Award for Your401kConnect.com
Designed to Help Educate and Engage Employees of Harrah's Entertainment ALISO VIEJO, Calif., Feb. 17, 2009 — vWise Inc. today announced that its interactive video site Your410kConnect.com has been awarded a first place Eddy Award by Pensions & Investments. Your401kConnect.com was designed to meet the plan education and engagement needs of Harrah’s Entertainment, with a […]
Designed for Independent Advisers and Smaller Plans; Available as a Monthly Subscription Service ALISO VIEJO, Calif., Feb. 3, 2009 — vWise Inc. today announced the launch of its new SmartPlan Advisor system. Based upon vWise's award-winning SmartPlan Enterprise, SmartPlan Advisor is a powerful new interactive video-based engagement system that prompts greater participation in company-sponsored investment […]
Generating Proven Results with Major 401(k) Sponsor and Plan Provider ALISO VIEJO, Calif., July 8, 2008 — vWise Inc. today announced the general availability of SmartPlan 401, a unique new interactive video-based engagement system that prompts greater participation in company-sponsored investment plans, such as 401(k)s. Photo: http://www.pressreleaseheadlines.com/2008-vWise.jpg SmartPlan401 is an interactive video-based engagement system that […]
