Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • QuickBooks Payroll Reviews & Ratings
    916 Ratings
    Company Website
  • FrameworkLTC Reviews & Ratings
    44 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Netchex Reviews & Ratings
    330 Ratings
    Company Website
  • FocalReview Reviews & Ratings
    20 Ratings
    Company Website
  • CompAccelerator Reviews & Ratings
    29 Ratings
    Company Website
  • MRPeasy Reviews & Ratings
    187 Ratings
    Company Website
  • Fishbowl Reviews & Ratings
    1,041 Ratings
    Company Website
  • 3 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website

What is Shelton 401(k)?

A 401(k) plan designed specifically for small businesses includes several crucial elements that support employees in their retirement planning efforts. Shelton 401(k) prioritizes offering retirement account solutions tailored to the needs of small companies, ensuring a seamless experience for business proprietors. At Shelton Capital Retirement Plan Services, we work collaboratively with our clients to provide an affordable, comprehensive solution that streamlines procedures and achieves optimal results for all parties involved. We are dedicated to delivering outstanding, high-touch 401(k) services that not only help your employees accumulate their retirement savings but also bolster your professional reputation. Our team of experienced service professionals takes pride in offering both live and digital personalized resources designed to cater to the requirements of you and your employees. Unlike the larger fund managers or insurance firms, Shelton 401(k) functions as a small, privately owned organization that values human interaction over automated processes. This dedication to personal engagement guarantees that clients receive the attentive support they need in their retirement planning journey, thereby cultivating a bond of trust and dependability. Ultimately, our approach not only benefits employees but also contributes to a more positive workplace culture.

What is KidBrooke OutRank?

Quickly develop innovative, reliable, and secure wealth management solutions by leveraging our financial simulation engine through adaptable APIs, which are currently transforming wealth services across various financial institutions. OutRank streamlines financial decision-making by utilizing simulations that assess the personal balance sheets of your clientele. This extensive customer experience empowers both financial advisors and clients to consider all dimensions of personal finance as they evolve throughout different life stages, especially when making significant financial decisions. With the OutRank API, pension providers can design sophisticated retirement plans tailored for both the accumulation and decumulation phases. Depending on the specific business model, this technology enables your advisors or clients to adeptly handle the intricacies of retirement planning, providing intuitive resources for financial decision-making. Our APIs are crafted with precision by industry veterans, guaranteeing that the foundational models uphold exceptional standards of quality and dependability. Consequently, clients can anticipate a more customized and efficient method for managing their wealth, ultimately enhancing their overall financial experience. This approach not only fosters stronger relationships between advisors and clients but also contributes to more informed financial planning and investment strategies.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shelton 401(k)

Date Founded

1985

Company Location

United States

Company Website

shelton401k.com/401k-landing-page/

Company Facts

Organization Name

KidBrooke

Company Location

Sweden

Company Website

kidbrooke.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.