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RolloverAnalyzer Reviews & Product Details

RolloverAnalyzer provides a singular workflow for making best-interest rollover recommendations in accordance with the Department of Labor's PTE 2020-02 regulatory requirements. Financial professionals use the intuitive app to assess rollovers, look up costs, and digitally document and disclose the information to investors. The app also archives a record of the disclosure and best interest analysis for the retrospective review requirements.

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