Software as a service (SAAS) services featuring software for use by retirement plan providers and financial consultants to assess and screen IRA rollover candidates, to interface with and solicit potential IRA rollover candidates, and to facilitate maintaining management of retirement accounts for clients upon their retirement.

'account':41 'assess':19 'candid':24,33 'client':43 'consult':17 'facilit':36 'featur':7 'financi':16 'interfac':26 'ira':22,31 'maintain':37 'manag':38 'plan':13 'potenti':30 'provid':14 'retir':12,40,46 'rollov':23,32 'saa':5 'screen':21 'servic':4,6 'softwar':1,8 'solicit':29 'upon':44 'use':10

IRA CLARITY

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