Payroll for Financial Advisors and Consultants

Payroll for Financial Advisors and Consultants

Many financial advisors are competing with the largest payroll processing companies in the country for retirement plans and 401(k) products.  When you partner with ePayroll Express, we help leverage the simplicity of combining a national payroll service with your own products and services.  We also help create an additional revenue stream for Advisors while streamlining deductions, vendor reporting, and vendor remittance.

Deliver Financial Products via The Payroll Deduction Process

Financial Planners can more effectively manage and market a 401(k) and other related financial offerings through our payroll and deduction process.  Imagine your financial products offered along side a simple and affordable payroll service.  It’s Easier to get a foot in your prospect’s door and you get better access to employees for marketing and related information with our reports.

We work with Financial Planners on a affiliate and back-office basis.  Call us today at 800-925-7701 to learn more about payroll programs for Advisers.

401kOffer a Payroll Service Designed to Integrate With Your Financial Services

Expand Your Revenue Stream

Many Financial Planners know the toughest part of selling their programs is getting in the door and competing with bundled programs offering turn-key solutions that make employers’ lives easier.

Financial Advisors who partner with ePayroll Express have an easier time getting business owners to listen because they have a broader solution designed to address and solve more problems.

Best of all, our revenue share for Affiliate Partners creates an additional source of commission for as long as we retain your customer.

Why Partner With Us

We offer a great distribution model for most any financial program such as 401(k) plans, SEP IRA’s, and Simple IRA’s.  We help with everything from employee deduction set-up, vendor reporting, and vendor payments.

Our payroll service technology makes it easy for our Financial Planner partners to get access to important information online and to manage employee communications with their customers.

You focus on investment management and we’ll help you with compliance and record keeping tasks.
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