Statement of Advice documents are now fully automated, with Superpartners looking to further automate and streamline processes. The relationship with Provisio has been collaborative, with Superpartners having considerable input into the priorities for each proposed enhancement or new module. “Our relationship is more like that of business partners,” Walker says, “where both parties work collaboratively with a focus on enhancing the member experience.” Superpartners is looking to differentiate itself from its competitors.
Administration & fees
MUFG has struck a binding deal to acquire Grow Inc, the upstart administrator that has spent the past three years peeling clients away from it. The deal marks a sharp turn in a rivalry that has defined the administration market's recent history.
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