MasteryPOINT: Online Education and Advice
MasteryPOINT Financial Technologies has two participant online advice and educational tools, Financial Analyzer and Guidance Plus. Schwab RT has integrated both tools into its own Web product. Participants can conduct internet-based inquiries and transactions.
- Delivers a seamless on-line experience to participants.
- Helps participants determine what they have, what they want, and what they should do.
- Allows participants to determine if they are saving enough in order to meet their retirement income objectives.
- Helps participants determine an appropriate asset allocation based on their risk tolerance and return.
For more information on MasteryPoint services, visit www.masterypoint.com.