Become the Benchmark.
The Retirement Income Asset Manager (RIAM) is a revolutionary software application that enables you to build your practice around a tried-and-true distribution plan and sell your clients on a strategy - not on performance. Our cutting-edge income plans will set you apart and allow you to become the benchmark by which all other advisors are compared.
Connect Anywhere
RIAM is an online application that will allow you to prepare income plans anywhere you have an Internet connection and a web browser. There is nothing to install and works on both PC and Mac platforms.
Full-color Charting
RIAM is an easy-to-use application that will allow you to create captivating, dynamic income plans in no time. The reports provide a significant amount of information in a logical format that won't overwhelm the client.
Real-time Data
RIAM can be used in all of your account reviews and allows you to input real-time account balances and make periodic changes to each income plan. This planning tool can become the basis for all future client meetings.
