Clients and Partners

Clients
Clients of GuidedChoice might range from a plan sponsor company who desires to provide financial planning and investment advisory tools to their employees, to an Investment Advisor who is looking for a powerful tool to help them manage investment assets for their clients.

Optional Services include:

• Guidance For those end users who simply want to use the GuidedChoice tools as a learning and information gathering service.
• Advice The end user receives specific, customized investment advice and implements this advice on their own.
• Managed Accounts The end user receives specific, customized investment advice and clicks a button to have this advice implemented and monitored on an ongoing basis.

Due to this flexibility, employees ranging from financial novices to experts could either use GuidedChoice as a second opinion, or a full-service investment manager for those who choose not to be as involved in the managing of their investments. An Investment Advisor could also use our advice as a second opinion, or as a system to manage their client's investment assets.

Alliance Partners
Alliance Partners of GuidedChoice might include mutual fund companies, insurance companies, or banks and financial institutions. Most of these types of organizations have greatly expanded their service offerings in the past few years to include online tools that help attract investment assets and provide efficient, customized customer solutions.

GuidedChoice offers tools to help in three ways:

• Stand-Alone GuidedChoice - product with tools and investment solutions that also benefit the alliance organization.
• Stand-Alone Private Label - product with tools and investment solutions that also benefit the alliance organization.
• Integrated Solution - with the alliance organization's own offerings to form a customized product which allows data sharing and enhanced value to the end user.

GuidedChoice is uniquely capable of providing this B2B approach due to its emphasis, since inception, on the back-end connectivity of data, transaction and implementation of advice, and a robust Administrator system which allows customization to almost any benefit design structure or legacy system.

Some of the partners we work with today include: A. G. Edwards, Hewitt, Raymond James, Paychex, Charles Schwab, and TCW.