wealth central

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Full Participant Access with Direct Brokerage, On-line Grant Agreements, Tax Elections, and Enrollments : 

Full Participant Access with Direct Brokerage, On-line Grant Agreements, Tax Elections, and Enrollments wealth|central wealth central

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wealth|central gives you ultimate control over your plans Gives small brokers the power of the majors Holds your broker accountable Offer broker choice Gives small plans the power of the majors

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Administration changes are immediately reflected in Wealth Central. No need for overnight file exchanges equity|central wealth|central

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Summary page with everything your participant needs to know in one place

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Customized announcements from you to your participants

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Self-service grant administration Grant acceptance Tax Election Deferral

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Portfolio details with: Grant level summary Tranche level detail Grant documentation Grant acceptance Market valuation Tax election

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What-if modeling Select grants and amount Override taxes and price View results

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Route orders to the broker Real-time link to broker (via FIX or STN protocol)

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Review and adjust orders

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Explore historical exercises

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Maintain a complete library for participants

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E-mail notifications to participants Participants select: Which notifications they wish to receive Where they wish to receive them

For more information on this and other central solutions, visit us on the web at www.missionmpower.com : 

For more information on this and other central solutions, visit us on the web at www.missionmpower.com wealth|central wealth central