StockMotion for 401(k) Advisors
Want to leverage the power of the StockMotion platform with your plans?
W H A T I S S T O C K M O T I O N ?
Participant education done right!
In a recent study, it was discovered that only 29% of Americans have worked with a financial advisor. This means that there are many who are in dire need of financial advisory services and are not receiving them.
That's why we built a game for your plan participants that helps them:
- Learn financial planning basics
- Create a basic retirement plan
- Connect with you!
W H Y S T O C K M O T I O N ?
Making Participant Education a Win-Win-WIN!
As a fiduciary, you care deeply about the financial education and betterment of your participants. So do we! But, because there's only one of you, your time and ability to offer personalized guidance to each participant can be limited.
Often, that limitation is compounded by factors such as decreased 1-1 time as you grow your 401(k) business and spending too much time teaching the basics before providing tailored guidance.
Get ready for all of that to change when you scale with StockMotion.
What Your Firm Gets
Differentiation
StockMotion is a unique and exclusive wellness benefit that teaches financial literacy through a fun and engaging game that can even be set up as a company tournament! You can offer this unique benefit to them free of charge
Participant Education
Provide your participants with a financial education personalized to their needs that will prepare them with foundational knowledge, a basic retirement plan, and to to you as their advisor
Trends & Insights
Gain invaluable insights from the information and trends provided by your pool of plan participants. As the software progresses, you will be able to gain unique and actionable insights about your participants
What Your Sponsors Get
Employee Wellness Benefit
StockMotion is a unique and exclusive wellness benefit that teaches financial literacy through a fun and engaging game that can even be set up as a company tournament! You can offer this unique benefit to them free of charge.
Big Culture Win
Your sponsors will have the ability to start a company-wide tournament and can even offer prizes to top players! Nothing fosters a tight-knit community better than a little friendly competition and in this competition, everyone walks away better for it.
No Cost!
Did we mention it's free for sponsors? That means your sponsors won't receive a bill from StockMotion. You may elect to offload some of the cost to the sponsors through your fees, but we'll leave that up to you!
What Your Participants Get
Financial Education
Through a highly engaging and interactive game, participants will build knowledge and awareness of foundational retirement planning, and other personal finance concepts in a natural way.
Basic Planning Tools
Participants will unlock access to exciting tools that will help them to apply what they are learning and prepare them to meet with you to talk about next steps in their financial journey.
Direct Access to You
StockMotion is designed to help your participants learn the basics, discover for themselves what help they need, then to connect with you so you can help them take the right steps towards those goals.
Prizes
Aside from the obvious benefits of increased financial literacy, what players will really get excited about is the prizes offered by their employer in company-wide tournaments!
Onboarding is as easy as 1, 2, 3!
We know how annoying a lengthy implementation process is, so we've worked hard to keep this entire process as seamless and pain-free as possible!
1. Set up your account
After getting set up with billing, you will receive an email inviting you to create your account. Once you do, you can create groups for each plan sponsor, or however you want, and then send invites to reps from the plan sponsors.
2. Sponsor set up
When a representative from the plan sponsor opens their invite, they will also be taken to the admin portal with permissions to only see seats you allocate to them. From there, they can easily to onboard their employees in mere minutes.
3. Participant set up
When a of plan participant taps on the invite link, they will be taken to the App or Play Store to download StockMotion. When they create an account, it will automatically be attached to the plan sponsor, and to you.
Advisor Features
As the advisor, you have granular control over your plans and it couldn't be easier!
Organize and Customize
Organize your licenses whichever way makes sense for you by creating groups and allocating licenses amongst them.
Watch Participation Rates Grow
When participants understand how much their dream retirement costs, they're likely to contribute more.
Distribute Invitations
Once you are satisfied with the organization of a group, invite reps from the plan sponsor to easily onboard their employees in five minutes.
View Trends and Metrics
Gain unique data and trends from high-level game data that can help you better serve the needs of your participants!
Painless Setup
StockMotion is easy to set up, easy to customize, and easy to walk away from if the service isn't what you hoped for! All we need is the number of participants you would like accounts for.
Seeing is Believing
Want a sneak peek? Take a look at our corporate tournament demo to get a better idea of what you're offering plan sponsors!
Want to Learn More?
Want to see a demo or ask more questions? Leave the best email address and we'll be in touch.
