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< BACK
TO ANNOUNCEMENTS INDEX
FOR IMMEDIATE RELEASE
March 23, 2009 – Aliso Viejo CA – vWise
Inc. today announced the formation of a partnership with Discovery
Database, to offer vWise interactive retirement planning solutions
to Discovery’s sales and marketing services for enterprises and
advisors.
"Discovery Database offers an excellent
platform of sales and marketing solutions to enterprise and
advisor clients. Our solutions are the perfect complement,"
remarked vWise President Tony Mingo.
"Web-based, interactive solutions – especially
those featuring video – are significantly more effective (and
efficient) at driving participant behavior, and Discovery is
excited to be able to offer our clients the cutting-edge vWise
solutions," noted Nick Stuller, Discovery president.
About SmartPlan
Designed to help average investors better understand their retirement
plans, vWise’s SmartPlan solutions provide 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 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.
SmartPlan Enterprise is designed to integrate with a provider
database, to deliver a custom experience to each participant
and allow data upload. SmartPlan Advisor offers many of the same
benefits, in a non-integrated environment.
About Discovery Database
The Financial Information Group Inc. was founded in January of
2002 and is based in Shrewsbury, NJ. It provides sales and marketing
staffs with the broadest and most comprehensive databases of
registered investment advisers (Discovery-RIA), registered representatives
(Discovery-RR), broker/dealer firms (Discovery-BD), trust companies
(Discovery-Trust), insurance agents (Discovery-Insurance) and
banks (Discovery-Bank). Discovery also provides marketing and
sales solutions with Discovery-MAX, Discovery-Advisor Growth
Services and AccessDiscovery. Discovery’s newest developments
are Discovery-Mobile, which allows users to access database information
via a handheld device and FinancialAdvisorMatchTM (FAM) - a free
online directory for investors with over 1.7 million advisors
listed. To date, over 440 major fund companies, brokerage firms
and service providers and advisers have licensed Discovery databases
and/or services.
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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