OptionTrax By Empower

24 reviews

Through technology, education, and support we simplify your equity administration and cap table management. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies. Deep expertise, easy-to-use software. OptionTrax®.

Empower Retirement

5 reviews

Empower Retirement is a provider of retirement services in the United States, dedicated to assisting financial professionals in delivering comprehensive retirement solutions to their clients. With a focus on innovation and personalized service, Empower offers a suite of products and services designed to enhance retirement planning and administration. Key Features and Functionality: - Service Excellence: Empower provides exceptional support through dedicated call centers, relationship management, and individualized training programs, ensuring that financial professionals and their clients receive top-tier assistance. - Advanced Technology: The company offers innovative tools such as PartnerLink®, PlanVisualizer™, and a proprietary recordkeeping platform, enabling efficient plan management and participant engagement. - Diverse Investment Options: Empower delivers a range of investment products, including capital preservation solutions, target date funds, risk-based funds, and guaranteed income solutions, catering to various client needs. - Comprehensive Plan Administration: The firm offers administrative services, ERISA and non-ERISA plan support, and regulatory compliance assistance, simplifying plan management for financial professionals. - Customized Retirement Strategies: Empower provides managed accounts, online tools, and personalized advice to help clients meet their fiduciary obligations and assist employees in investing their retirement savings effectively. Primary Value and Solutions: Empower Retirement addresses the complexities of retirement planning by offering integrated solutions that streamline plan administration, enhance participant engagement, and provide diverse investment options. By leveraging advanced technology and personalized service, Empower empowers financial professionals to deliver tailored retirement strategies, ultimately helping clients achieve financial independence and a secure retirement.