Customized online retirement savings and distribution tool gives USAA members personalized financial advice
The product enables members to evaluate their existing retirement portfolio and provides recommendations to help members reach their personal retirement goals. USAA will use AdviceAmerica's forecasting models, cash flow and advice engine technologies in concert with its proprietary portfolio allocation and investment product recommendations to offer its members a detailed solution and personalized experience to different member segments.
"Our goal is to help every member plan for their future, regardless of
where they are on their journey to retirement, and teaming up with
The tool will help members better define their retirement goals and determine if they are on track to meet them by comparing their current portfolio against USAA's model portfolio based on the individual's risk tolerance. Members also can take action to help balance their portfolio to a more comprehensive mix designed to be commensurate with their risk profile.
"USAA is an organization with a deep history of technological innovation
and customer service, and by being among the first to integrate these
tools, they are reinforcing that commitment," said
Links in this release:
AdviceAmerica - www.adviceamerica.com
Public Relations Manager
Additional Fiserv Contact:
Senior Managing Director
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