Retirement Plan Advisor-Focused Technology

We provide you a robust practice management platform. We enable you to offer premier service to your plan sponsor clients and plan participants, including worksite financial wellness and retirement planning. The cornerstone of our retirement plan practice management offering is through our partnership with the Retirement Plan Advisory Group.

Independence

We provide you an environment to accelerate the growth of your practice. We recognize independence is a key to success. That means you have the autonomy to service your clients as you see fit and maintain ownership of your business.

Conflict free

We are a pure RIA. We believe acting as a fiduciary is more than a legal term, it is in our DNA to go above and beyond for our clients. We support your partnerships across your entire network of trusted referral partners.

Collaborative network

Accelerate is comprised of retirement plan experts and fosters a team-oriented environment. We are deeply entrenched in your practice to ensure your long-term success.