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Inspira and Wealth Management Systems complete integration


Inspira and Wealth Management Systems have completed the integration of Inspira’s IRA recordkeeping and privately labelled solution and Wealth Management Systems’ Rollover Solutions Network platform.

The integration means that clients of both parties can now create their own privately labelled IRA solution.

By clicking a link, clients will be able to roll over retirement plan assets, upload data directly to Inspira online and use eSignature account set-up for client notification and distribution processing purposes.

"WMSI believes in providing our clients with flexible IRA services that can be tailored to meet their specific business needs and rollover servicing strategies," says John Geli, chief executive of Wealth Management Systems. "Through our alliance with Inspira, we can help clients develop and distribute their own IRA product offerings creating new revenue and customer servicing opportunities."

The alliance also supplies Wealth Management Systems clients with a back office IRA solution, including recordkeeping service and a marketing outreach programme labelled under the client’s brand.

"With Inspira and WMSI, the TPA can seamlessly implement their own proprietary IRA solution that doesn’t send accountholders to competitors, while also offering advisors the ability to partake by directing terminated participants with specific account balances back to advisors on the plan," says Lowell Smith Jr., president of Inspira. "This significantly enhances the value of the TPA to its financial advisor network by offering a service that captures assets into a plan as well as out of the plan."

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