HERO

 

Powerful Tools for Retirement Account Management

Centralized functions designed to help firms manage retirement-account trading workflows. 

SECTION 1

Trading Capabilities

 

Account Management

  • Model changes
  • Rebalance requests
  • Cash requests
  • Account removal requests

Model Management

  • Model trading instructions
  • Trade file uploads
  • Fund change uploads

Monitoring

  • Account status review
  • Activity tracking
  • Data retrieval

 

SECTION 2

 

Role-Based Access

[Create a visual permissions chart.]

 

Read Only

  • View accounts
  • Monitor activity

Administrator

  • Submit account changes
  • Rebalance requests
  • Cash requests
  • Account maintenance

Trader

  • Submit trade files
  • Update models
  • Execute trading instructions

Full Access

  • All available functions

 

SECTION 3

 

Centralized Workflow

The portal creates a centralized record of activity while providing visibility across authorized users and retirement-account requests. 

 

CTA

Schedule a Demo [link to Nic’s self-scheduling calendar]