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financial technology screens
  • Goal of reducing overall plan costs by 20% to 85%

  • Low cost institutionally priced investment management

  • Greatly reduced plan sponsor management/oversight responsibilities

  • Outsourced fiduciary responsibility for plan investments

  • Outsourced fiduciary responsibility for plan administration

  • Focus on a plan goal of 75% income replacement for at least 85% of your tenured workforce

  • Onsite personal one-on-one advice for plan participants offered through investment advisory representatives of intellicents investment solutions inc, a federally registered advisory firm

  • Company sponsored financial wellness program and employee portal

  • Participant access to allmymoney financial wellness app

intellicents brings you the most progressive ideas, delivered by our award-winning team and revolutionary financial technology to equip employers, participants, and individuals with the tools that actually make the journey toward financial confidence an enjoyable one that is easy to both understand and implement.

intelli (k)

great technology

bionic advisor
intellicents digital advisor screen
intellicents digital advisor screen
  • Professional investment selection 

  • Professional asset allocation 

  • Automatic rebalancing

  • Flexible distribution options 

  • Online investment advice tool support by intellicent investment professional

  • Online reporting 

  • Low-cost ETF investment management 

  • Financial planning services available 

financial wellness app screen
financial wellness app video
  • One place to aggregate all your financial accounts 

  • Self help financial calculators 

  • Electronic vault to store all your important documents 

  • Financial planning services available

financial wellness app
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  • simple to start and easy to implement

  • can be expanded with more data

  • receive annual reports to stay updated

  • provides easy notification of important financial details

life steps
allmybenefits private exchange video
allmybenefits private exchange dashboard
  • Online decision support tools to help your employees understand their benefit offering 

  • Actual advice on what benefits would best fit your employees’ needs and budget 

  • Paperless enrollment in your employee benefits 

  • Automated monthly benefit administration 

  • Affordable Care Act compliance and reporting 

private exchange
  • A customized financial wellness campaign designed to diagnose and address the specific financial concerns expressed by your employees

  • A self-help financial wellness portal branded for your company that provides the tools for employees to address their financial wellness

  • Employer aggregated reports outlining the top financial concerns expressed by your workforce

intellicents u
(k) series
  • Multiple mutual fund family strategy composed out of your retirement plan’s core fund menu 

  • Underlying funds are reviewed quarterly by our investment professionals 

  • Automatically rebalanced 

  • Automatically shifts you into more conservative portfolio as you approach retirement 

  • A diversified investment strategy to put your plan on auto pilot 

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