For Advisors
Giving Advisors the Visibility They Need to Support Rollovers with Confidence
Consort equips advisors with timely insights into participant rollover activity — delivered directly into their existing workflow — so they can provide stronger guidance at the moments that matter most.
Why Advisors Value Consort
Advisors play a central role in guiding participants through key retirement decisions. But in legacy rollover processes, advisors often operate without context — limited visibility, unclear participant intent, and slow updates.
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Consort solves this gap by connecting advisors to participant activity in real time. Advisors gain the insight they need to step in effectively, without chasing information or relying on manual follow-ups.
Advisors gain:
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Clear visibility into participant rollover initiation
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Real-time updates on rollover progress
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Insight into source accounts and rollover amounts
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Better alignment with provider service teams
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More efficient, informed participant conversations
A More Informed Advisor Workflow
Better Insights. Better Timing. Better Outcomes.
With Consort, advisors receive timely updates that help them understand:
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Who initiated a rollover
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Where it originated
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How much is being moved
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What stage the participant is in
Armed with this context, advisors can:
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Provide tailored guidance
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Reduce manual check-ins and status chasing
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Build stronger relationships by engaging at the right moments
Advisors remain central to the participant experience — now supported by clear, actionable information.
Supporting Participants Throughout The Rollover Journey
Guidance that feels coordinated and connected.
Participants often face uncertainty when navigating rollovers. Advisors help reduce that uncertainty, and Consort ensures those interactions happen with the proper context.
With Consort:
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Participants receive:
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A guided, intuitive rollover experience
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Clear next steps and expectations
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A more transparent process overall
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Advisors receive:
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Timely insight into participant progress
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Context for more meaningful support
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Opportunities to engage when it counts
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The result is a more unified participant journey and a more empowered advisor.
Consort brings advisors into the participant journey in a way that complements — not complicates — the provider’s existing service model. Advisors stay informed through systems they already use, enabling smooth alignment across:
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Providers
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Advisors
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Participants
This strengthens distribution relationships, increases participant confidence, and improves overall plan health.
Strengthening the Advisor-Provider Relationship
Aligned workflows across the retirement ecosystem
