|
 |
|
 |
|
 |
|
Alliance Marketing Click to view alliance marketing information |
 |
|
 |
| ALLIANCE MARKETING If your company prefers to market a product with your name on it, or create an “alliance” product, Alerus is here to provide the behind the scenes infrastructure necessary to support your product. Alerus can offer the following: Marketing materials: Alerus can make it easy for you to bring your product to the market. Alerus can provide generic materials. Your firm may place your logo on the front cover. Enrollment and education materials: You can place the name of your firm and your logo on all enrollment materials and the standard education booklet sent to all participants. Investment options: Alerus offers an open architecture package. You can determine which mutual fund families you will make available to your clients, and how you want to price the product. Recordkeeping and trading: Alerus will provide access to SunGard’s Omniplus recordkeeping platform. This combined with our link to the National Securities Clearing Corporation (NSCC) for daily trading and transaction processing enables you to offer a state-of-the-art daily valued product to your client base. You will have access to all of your accounts through your own Admin Access site. Reporting: Whether bundled, with Alerus providing administrative services, or unbundled, with a local Third Party Administrator handling plan administration, you will receive the necessary support for all statements, trust reports, tax filings, compliance testing and summary annual reports. |
| Contact Us | Privacy | Terms | ||
 |
© 2012 ARS | Investment Products: Not FDIC insured, No Bank Guarantee, May Lose Value |