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Capitalize Partners with M1 Finance to Simplify Retirement Transfers
Slice of Finance Team
19 Nov
Key Highlights:
Capitalize’s Enterprise Rollover solution now integrated into M1 Finance for seamless retirement transfers.
Simplifies the process of transferring legacy retirement accounts into M1 IRAs.
Empowers clients to consolidate and manage their retirement savings more efficiently.
Source: Business Wire
Notable Quotes:
“We’re thrilled to partner with Capitalize to enhance our clients’ retirement planning experience. By integrating Capitalize’s Enterprise Rollover solution, we’re making it easier for our clients to find and transfer their retirement assets seamlessly into M1, allowing them to focus on building and managing their wealth with greater ease and confidence.”
“We’re excited to partner with M1 Finance, a company that shares our commitment to improving clients’ financial well-being. Many retirement savings are left behind in outdated employer-sponsored plans, making transfers difficult. This partnership will help M1 users easily locate and manage their retirement assets, enhancing their overall financial health.”
Our Take:
This partnership marks a significant step forward in simplifying the complex process of retirement account transfers. By integrating Capitalize’s award-winning technology with M1 Finance’s user-centric platform, clients benefit from a streamlined approach to consolidating retirement savings. This collaboration not only enhances user experience but also underscores a growing trend in the financial services industry: leveraging technology to empower clients in managing their long-term financial goals.