What is Common Wealth Advisor?

Common Wealth Advisor is a platform that enables advisors to grow their group retirement business and build life-long relationships with their clients.

The Client Insights section provides advisors with self-serve, secure access to their entire book of business with Common Wealth, providing client data and insights to help them grow their business.

The Sales Resources section provides access to sales and marketing resources to drive demand, and capture more client opportunities to accelerate their growth.