Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

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I guess I am old school: Proposals usually created with the wholesalers. I use Salesforce to track the client and interaction (I found spreadsheet on excel can be the easiest for me to track open cases)

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What's holding you back?

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Looking for something that's better.

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Can you elaborate a little more? Are you asking for a platform that you feel is better ?

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Sure @pru. I'm looking for a landing page that shows all the 401k business an FA has. Perhaps a CRM attached to it and tools to make the RFP process streamlined.

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I've actually been working with a data aggregator to figure out if software could be built. It really comes down to the service providers allowing a security token to be sent from an outside program and then accepting it for security purposes. I was an engineer prior to being an advisor. Just like numbers I guess ;-)

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Cash value life insurance is always a good way to go.

@NY Life your response makes zero sense

As a 401k focused advisor, I can tell you it is very hard to find someone a software that does this. So.e large B/D's have them because they only work with certain partners and built their own proprietary software around it. Personally what I dobis, and we have about 8 401k providers we work with is have a chrome window open with all 8 providers. When you go to look at one click the tab you need, do what you need to do, and log out. If you find a software that can integrate and pull the data from the providers please let me know because it would save me so much time.

@kingsview thanks for your reply. Seems like we discovered a need in the marketplace! The company that I referenced does what you mentioned to some degree but it's not the answer as you still need to upload a ton of data and log into the providers sites still.

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