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 plans.
"SmartPlan Advisor offers virtually all the benefits of our SmartPlan Enterprise solution, without the need for costly database integration. The system combines an interactive video-based interface with a comprehensive set of promotional tools – including automated email and vHost video ads, user tracking and analytics, as well as convenient links to you – to create a powerful new way to educate and engage employees, and foster long-term relationships. And it's available as an affordable monthly subscription service, which makes it ideal for independent advisers and smaller plans with limited budgets," remarked vWise President Tony Mingo.
About SmartPlan
Designed to help employees better understand their employer's 401(k) plan, SmartPlan Advisor provides the benefits of a personal financial professional, in a website available 24/7/365. By combining a video-based presentation with an interactive application that prompts users to make informed investment decisions, SmartPlan can help increase plan enrollment, raise participant contribution levels, and reduce support costs.
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The SmartPlan environment features a familiar interface that makes it easy to navigate, even for novice users, and allows a participant to go at his or her own pace. Our video hosts offer a brief video overview of 401(k) basics, followed by a discussion of selected features – such as auto-enrollment, matching contributions, loans, etc. – that you can customize. Then, using simple interactive forms, our video hosts then guide participants through a short process, including individual retirement needs and risk profile surveys, and selection of investment types and contribution amounts, that generates a personalized investor profile.
The SmartPlan Advisor system also includes an administration portal that provides a comprehensive suite of tools in a simple menu-driven format that anyone can use, even web novices. Setting up your SmartPlan account takes just a few minutes. And with pre-designed email templates and custom-tailored analytics reports, managing your plans is as easy as pressing a few buttons.
About vWise
vWise is a leading developer of rich-media Internet applications based upon its E3 (that's E-Cubed) architecture. Its SmartPlan suite, which currently serves hundreds of thousands of employees in the defined contribution markets, and its SmartHealth solution, which serves the employee benefits market, both utilize a proprietary mix of video and interactive technologies to help people better understand complex information and make personalized choices.
For more information, contact:
Gregory Newman
Chief Operating Officer
(949) 233-7588
Email
http://www.vwise.com
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