Demonstrating Best Interest for Rollovers.
BrightScope knows the last thing broker-dealers want is a slow new process on a new interface that requires implementation and training before April 2017. As a result, our rollover solution can be fully-integrated within existing systems, working seamlessly in the background to aggregate data and perform best interest calculations. Accessible via SSO from an existing desktop solution or website, the interface can be white-labeled to match existing websites. Furthermore, the output of the process can be integrated back in to internal systems via feeds or APIs.