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What Is Navigator?

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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

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The time for change is now.