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Advisors & Recordkeepers

Solution Partners

Benefits Stakeholders

Advisors and Recordkeepers

Increase Retirement Savings

Votaire users contribute 74% more to their 401(k) than their co-workers.

Attract and Retain Clients

Differentiate yourself. Use Votaire's detailed, customized reporting to leverage consulting opportunities. Scale plan consulting and individual educational services.

Customize Your Approach

We configure Votaire to meet your needs in line with your brand.

Contact us to see if we’d be a good fit.

Solution Partners

Reach Customers You Want

Algorithms are customized for your target market and underwrite employees to connect them with the products that fit their needs.

Increase Customer Engagement

Over half a million people have access to Votaire. Recurring contact encourages action, and our elegant user interface empowers them to secure the solutions they need.

Go Through a Trusted Source

4 out of 5 employees trust their employer for financial guidance.

Credible is reaching new and engaged customers.
It all started with a conversation. Let's talk.

Benefits Stakeholders

Increase Benefit Utilization

Users are 60% more likely to take additional supplemental life benefits.

Differentiate Yourself

Votaire provides a unique way to engage employees and an even more unique way to enable employers to expand their benefit offerings.

Simplify Enrollment

Decision support guides employees through personalized guidance that is easy to understand.

Contact us to see if we’d be a good fit.