Tools that Elevate the Advisor’s Role
Discover the integrated technologies and strategies designed to help the next generation of advisors manage plans seamlessly, deepen client relationships, and drive stronger outcomes at every stage of the retirement journey.
Retirement solutions for next-level advisors
The Ascensus product suite and solutions provide advisors with the innovative retirement technologies that simplify plan management, alleviate compliance issues, minimize administrative work, and ultimately enhance your strategic role with clients.
Simplify Fund Management
Exclusive to Ascensus, Investment Change Manager allows advisors to submit fund change requests online in just minutes. This faster, more accurate workflow saves time, reduces errors, and enhances the client experience.
Data & Insights to Fuel Growth
Re-imagined Advisor dashboard will surface key plan metrics, alerts, and opportunities (Coming in 2026)
Easier Onboarding & Better Engagement
Improve the client experience with digital-first onboarding tools, real-time progress tracking, fully integrated financial wellness options, and immediate feedback through our Client Effort Score—ensuring a smooth, efficient start for every client.
Unlock the full potential of your retirement practice
Your clients expect a digital‑first experience that delivers efficiency and power. We provide the tools and technology that retirement plan sponsors, participants, and third-party administrators rely on to meet that standard.
16+Million Savers
Ascensus is trusted by more than 16 million savers and over 260,000 plans.
2026 Retirement Leader of the Year
Honored with more than 30 industry awards for excellence.
Insights & resources to scale your advisory role
Gain access to tools, guides, and actionable insights designed to strengthen your advisory strategy, elevate participant engagement, and demonstrate your value through technology‑driven expertise.
On your radar
Enhanced SECURE 2.0
Help clients maximize their savings by exploring the tax credits available when they sponsor a qualifying retirement plan. In addition to first-year credits, the start-up credit and auto-enrollment credit may be available for an additional two years, and the employer contribution credit may be available for an additional four years.
Not all enhancements apply to all plan types and plan designs. Timing may vary for select groups of plans.
Equip your firm for tomorrow's retirement
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