Investment Solutions Builder is a unique online tool that helps Registered Investment Advisers manage core funds and create and maintain asset allocation models for an individual plan or across all plans.
Watch the video to see how Investment Solutions Builder can help you and your clients.
Designed with input by Registered Investment Advisers, Investment Solutions Builder helps you:
Manage a core fund lineup from more than 1,200 options
Create and maintain asset allocation models
Access detailed fund information such as underlying fund performance, ratings, fees and risk measures to facilitate the selection and monitoring of models
Add alternative funds to models that are not part of the core fund lineup
Provide a model selection risk questionnaire for participants who are considering an asset allocation model
Establish and change plan models for an individual plan, or across all your plans — real time or up to 90 days in the future1
Set automatic rebalancing for models on a calendar quarter, semi-annual, annual or date-specific basis2
Call the Nationwide sales desk at 1-800-626-3112 to learn more about the Investment Solutions Builder.