Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Founded in 1981, ASC has been delivering cutting-edge and affordable retirement plan systems designed to enhance your competitiveness in a challenging marketplace. Our systems are crafted and backed by seasoned professionals in the retirement sector who truly grasp your requirements. With automated data integration, our solutions maximize efficiency and boost profitability. In addition to offering in-house installation, we also provide Cloud Platforms to cater to diverse client needs. Leveraging the latest technological advancements, our systems streamline document creation and management, allowing you to concentrate on achieving your objectives, serving your clients, and driving your business forward. ASC also delivers software, documentation, training, and support specifically tailored for TPAs and retirement plan experts. Our unlimited plan size capability ensures that we are a viable solution for both large corporations and small businesses alike. Notably, around half of all 401(k) participant accounts are managed using an ASC system, underscoring our impact in the industry. This commitment to innovation and service positions us as a leader in retirement plan solutions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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Akoya
Claritus
Coin Metrics
Diversiview
Dividend.watch
Financial Tech Wiz Trading Journal
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ProTracker Advantage
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RightCapital
Riskalyze
Taiki
TradeZella
TradingDiary Pro
VISE
isolved

Integrations

APS Payroll
Akoya
Claritus
Coin Metrics
Diversiview
Dividend.watch
Financial Tech Wiz Trading Journal
Kinfo
Medved Trader
Nitrogen
Option Alpha
ProTracker Advantage
ProTracker RMD
RightCapital
Riskalyze
Taiki
TradeZella
TradingDiary Pro
VISE
isolved

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Actuarial Systems

Founded

1981

Country

United States

Website

www.asc-net.com

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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