What Is Navigator?
Streamline Client Services and Governance
Navigator is an On-Demand Solution That Provides Everything Advisors Need to Streamline Client Success & Governance.
At Endeavor Retirement, we know you’re busy. That’s why we’re making it easy for you to access Navigator, our aligned governance framework, and initialize it for your business. It includes ready-to-access solutions drafted by ERISA attorneys with a background in investment advising, meaning you get both technical expertise and practical application.
Key Features:
Navigator will help you support your clients before, during, & after the meeting with…
- Timely content available for rebranding
- Helpful guides, tools and training videos
- Plan sponsor-facing content
- Advisor-facing training
- Ready-to-use templates (service & sales materials)
- Information on legislation, regulation & litigation for all market segments of retirement plans
- Practical resources & tools – not just whitepapers
- & much more
Why Navigator:
From convenience to compliance, Navigator will have you covered.
- Scale up or down as needed
- Save time
- Serve your clients
- Generate new business
- Manage risk
- Stay in alignment with your service agreement and disclosures
- Streamline governance
- Keep up with new rules and regulations (ESG investing, cybersecurity, lifetime income, litigation updates & cryptocurrency)
- Train new advisors & staff with ease
- Get information on-demand from the comfort of your own office (No need to book a flight, hotel or conference room!)
- Receive consulting & guidance from experienced ERISA attorneys
How it Works:
Navigator is easy to use and on-demand, so it’s always there when you need it.
- Gives advisors a consistent basis for making decisions & creating processes that scale across your entire business
- Provides a way to delegate tasks & communicate with clients
- Organizes every responsibility of the fiduciary process, as well as what is agreed to do in order to support clients
