Education and Training for Effective Results
InvestLink is highly automated and powerful, yet easy to interact with and use. Our comprehensive on-boarding training program ensures that advisors, plan sponsors and TPAs have all the information needed for plan set-up, management and maintenance. As a proprietary system, InvestLink can be configured to fit your needs or the needs of your clients.
Our online Resource Center provides access to printed and digital materials, including enrollment guides, personalized rate of return reports, articles and tutorials on a variety of retirement topics, calculators, access to market research and commentary, FAQs and glossaries. We offer regularly scheduled comprehensive administrator training on the system, allowing you and your clients to work effectively and efficiently with Aspire.