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TO ANNOUNCEMENTS INDEX
FOR IMMEDIATE RELEASE
Designed for Independent Advisers
and Smaller Plans and Available as a Monthly Subscription
Service
February 2, 2009 – Aliso Viejo CA – vWise Inc.
today announced the launch of its new SmartPlan Advisor system.
Based upon vWise’s award-winning SmartPlan Enterprise, SmartPlan
Advisor is a powerful new interactive video-based engagement
system that prompts greater participation in company-sponsored
investment plans.
"SmartPlan Advisor offers virtually
all the benefits of our SmartPlan Enterprise solution, without
the need for costly database integration. The system combines
an interactive video-based interface with a comprehensive set
of promotional tools — including automated email and vHost
video ads, user tracking and analytics, as well as convenient
links to you — to create a powerful new way to educate and
engage employees, and foster long-term relationships. And it’s
available as an affordable monthly subscription service, which
makes it ideal for independent advisers and smaller plans with
limited budgets," remarked vWise President Tony Mingo.
About SmartPlan
Designed to help average investors better understand their retirement
plans, SmartPlan Advisor provides the benefits of a personal
financial professional, in a website available 24/7/365. By
combining a video-based presentation of detailed financial
information with an interactive application that prompts users
to make informed investment decisions, SmartPlan can help increase
plan enrollment, raise participant contribution levels, and
reduce support costs.
The SmartPlan environment features a familiar interface that
makes it easy to navigate, even for novice users, and allows
a participant to go at his or her own pace. Our video hosts offer
a brief video overview of 401(k) basics, followed by a discussion
of selected features — such as auto-enrollment, matching contributions,
loans, etc. — that you can customize. Then, using simple interactive
forms, our video hosts then guide participants through a short
process, including individual retirement needs and risk profile
surveys, and selection of investment types and contribution amounts,
that generates a personalized investor profile.
The SmartPlan Advisor system also includes an administration portal
that provides a comprehensive suite of tools in a simple menu-driven
format that anyone can use, even web novices. Setting up your SmartPlan
account takes just a few minutes. And with pre-designed email templates
and custom-tailored analytics reports, managing your plans is as
easy as pressing a few buttons.
About vWise
vWise is a leading developer of rich-media internet applications
based upon its E3 (that’s E-Cubed) architecture. Its SmartPlan
suite, which serves the defined contribution markets, and its
SmartHealth solution, which serves the employee benefits market,
use a proprietary mix of video and interactive technologies to
help people better understand complex information and make personalized
choices.
For more information, contact:
Gregory Newman
Chief Operating Officer
(949) 233-7588
gnewman at vwise.com
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