Advyzon vs 401GO

Advyzon Mobile allows our advisors to manage essential tasks, including Clients, Contacts, Notes, Tasks, Documents and Accounts in a mobile friendly.

Our mobile app puts the GO in 401GO by placing simple, secure and convenient management of the full 401(k) retirement savings lifecycle in your pocket -- from set-up to withdrawal and everything in between, including: * View your retirement account balance and total gains or (hopefully not) losses. * Review and adjust investment allocations from a single, consolidated page. * Generate detailed savings projections based on such variables as your current age, expected retirement age, income, contribution amount and anticipated investment returns. * Change your per-paycheck deferral amount, informed by estimates showing the effect of potential changes and how adjustments will impact future balances. * Get personalized recommendations, powered by a registered investment advisor, based on your unique goals, stage of life and risk appetite. * Add or remove beneficiaries and adjust their benefit share. This is an effective way to show your children which is your favorite at any one moment. You're going to love the feeling that comes from being in control of this portion of your financial future. NOTE: This app is only usable by existing participants in a 401(k) plan by 401GO. If you want to improve your retirement savings experience, encourage your employer to learn more at 401go.com.