Manifest is pleased to announce our strategic partnership with InvestorCOM.
This partnership supports wealth firms as the compliance-first bridge between wealth management and retirement planning. Manifest’s technology is integrated into InvestorCOM’s Rollover platform, simplifying and accelerating the movement of funds from 401(k)s to IRAs.
Today’s manual transfer process creates friction for firms, advisors, and investors. By streamlining the critical transfer step in the rollover process, the advisor will become more productive, the wealth firm will realize significant efficiencies, and most importantly, the investor will have a streamlined user experience.
InvestorCOM’s platform is uniquely positioned as the first compliance-led wealth-to-retirement bridge, enabling advisors to prospect, recommend, and transfer retirement assets with confidence and scale.
With this partnership, InvestorCOM now offers wealth firms an end-to-end technology platform for rollovers from prospecting through compliant recommendations and fund transfers. The convergence of wealth and retirement is a $1 trillion organic growth opportunity for advisors and firms.
Rollover Platform Impact:
- 30% annual growth in rollover assets
- 3X rollover size vs industry average
- Advisor confidence driven by compliance & simplicity
"As retirement planning and wealth advice continue to converge, advisors need more than technology; they need confidence," said David Reeve, CEO of InvestorCOM. "By embedding compliance into every step of the rollover journey, we’re empowering advisors to drive growth while delivering better outcomes for clients. This is the next generation retirement of advice."
"InvestorCOM's compliance-first approach to rollovers perfectly aligns with our mission to make retirement transfers secure, simple, and accessible," said Anuraag Tripathi, CEO of Manifest. "By powering transfers, we're enabling advisors to deliver a seamless experience that keeps retirement savings growing. Our partnership represents the future of how wealth firms will serve clients at one of the most critical moments in their retirement journey."
Rollovers represent a $1T market opportunity that will continue to grow, driven by an aging population, higher job turnover, and a desire for greater control over retirement assets.
To hear more about this opportunity and how leading wealth firms are executing on this strategy, tune into our upcoming webinar. Learn more about how InvestorCOM’s rollover platform is reshaping retirement advice at investorcom.com/convergence.
