Why Partner With Us
At GROUPIRA, we realize Advisors face many challenges managing client accounts. Plan leakage, minimum purchase requirements and fragmented technology services make it difficult to advise many IRA Account Holders. GROUPIRA changes that. Our program allows advisory firms to retain and grow assets. With our technology solutions and dedicated member services support team, we create opportunity for your firm to service IRA’s that previously went to the retail marketplace. With GROUPIRA you can provide investment advice, manage model portfolios with institutional funds and efficiently manage rebalances and fee processing with our scalable technology solutions.
Avert Asset Leakage
Avoid workplace retirement plan leakage by creating a scalable IRA offering to the average participant and capture assets that previously went to other providers.
Not only can you advise on retirement plan rollovers, but through our innovative technology solutions and marketing support, we also help you create a customized, scalable solution.
Streamline Account Management
We provide one portal to access all member accounts, manage one fund lineup, generate reports and streamline transaction processing.
With access to 15,000+ mutual funds, ETFs, and equities, advisors craft their preferred fund menu, model portfolios for all members.
Choose your member experience with customizable account origination and co-branded website or simply use our pre-built experience.
We support all member services questions from account origination, web access, processing transactions, government forms, etc.