Integrating with Custodians
Separating asset custody and management from the insurance wrapper requires our technology to provide the link between the two. Leveraging existing custodian channels for data distribution, RetireOne integrates with all the major custodians in the RIA market. This provides the advisor and their clients with a wide choice of custodians and gives them complete portability between custodians while maintaining the insurance wrapper.
Points of Integration:
⁕ Daily download of balances and positions of covered assets
⁕ Daily download of transactions
⁕ Upload of current and potential benefits due policy-holder, if desired
⁕ Policy premiums collection
⁕ Tax reporting, if required