FOR ADVISORS

Deliver your governance process in a way clients can see.

Your clients benefit from the governance work you do. Perseptiv gives you a way to show it. License the Perseptiv governance portal, maintain it for your select clients, and turn your process into a documented, tangible experience: benchmarks, provider reviews, and a decision history in one place their committee can open and use.

What advisors gain: a client experience that brings your governance process to life and clearly demonstrates your value.

What advisors keep

  • Your relationship with the committee and participants
  • Your investment advice and recommendations
  • Your role in committee meetings

The committee's record belongs to the plan.

TWO WAYS

Two ways advisors work with Perseptiv

01

License the portal for your clients

Use Perseptiv to deliver governance to the plan sponsors you choose. You operate and maintain the portal for those clients. Perseptiv provides the platform, and the relationship stays with you.

02

Work alongside Perseptiv

Where a committee works with Perseptiv directly, we run the governance process and keep its record. Because we review every service provider on the plan, including the advisor, the committee gets an independent view, and you keep doing the work you were hired for.

WHAT YOU GET

What you get when you license the portal

  • A governance portal for each committee member, maintained by you
  • Fee and plan design benchmarks, provider reviews and investment monitoring organized in one place
  • A decision history that shows what the committee decided, what it reviewed and why
  • A deliverable your best clients can see, without building the technology yourself

Tell us about your client experience today.

We'll show you where Perseptiv fits.

Request a conversation