kleindecisions.com
Klein Decisions -- Support
http://www.kleindecisions.com/client_services.htm
SUBMIT QUESTION OR PROBLEM. EMAIL QUESTION OR PROBLEM. To submit a question or problem, simply click. Web submissions are immediately directed to Klein support staff for resolution. Hours: 8:30 AM to 5:30 PM ET. After hours, leave a voice mail request and we will respond as quickly as possible on the following business day. Be sure to include your name, firm name, phone number, and a detailed description of your question or issue. Icon in the upper right corner of the application. The User Manual is.
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Klein Decisions -- Powerful Investment Decision Tools|Superior Investment Decisions
http://www.kleindecisions.com/index.htm
A powerful new approach to investment decisions. Web-based software resolves the conflicts inherent in all investment decisions and presents a single ranked solution set, saving time and reducing risk for financial professionals. Applies a patented approach that identifies user preferences, goals, and priorities to arrive at the final solution without iteration or guesswork. A complete retirement strategy for all. See why participants actually use. Retire confidently with K.
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Klein Decisions -- K4 Plan Goals
http://www.kleindecisions.com/products_plan_goals.htm
PLAN GOALS IS UNIQUE. WHAT PARTICIPANTS CAN DO. Take a Tour of the. Get on Track for Retirement. Putting Retirement Plans on Track and Keeping Them There. Despite the rapid growth of employer sponsored plans, only 26% of all participants ever establish a retirement goal. They either won’t go online or they get frustrated and confused by the tools they find there. It really shouldn’t be that difficult because a retirement strategy is just a simple four-piece puzzle like the one at left. But now there’s K.
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Klein Decisions -- What's New
http://www.kleindecisions.com/news.htm
Jennifer Connelly Public Relations. Envestnet Retirement Solutions Completes the Acquisition of Klein Decisions. The acquisition fortifies ERS’s retirement platform technology and marks its first managed account offerings within retirement plans. CHICAGO, IL July 15, 2014 Envestnet Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. Plan Goals and K. ABOUT ENVESTNET RETIREMENT SOLUTIONS. Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology a...
kleindecisions.com
Klein Decisions -- K4 Plan Goals
http://www.kleindecisions.com/products_ri.htm
WHAT MAKES IT UNIQUE. WHAT USERS CAN DO. There’s lots of advice about saving for retirement, but very little when it comes to living in retirement. Klein Decisions’ K. Retirement Income is the only tool I’ve seen to bridge that gap. National Retirement Service Provider. A Retirement Income Strategy as Unique as Each User. New retirees are all confronted with the same questions:. How much of my income am I willing to expose to market risk? How much liquidity do I need? Retirement Income uses Klein Decisio...
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Klein Decisions -- About Us
http://www.kleindecisions.com/about_us.htm
Klein Decisions was founded in 2002 with a simple purpose :. To develop dynamic decision systems that incorporate investor preferences, goals, and priorities into the investment process. Applying its patented process to mutual fund evaluation, portfolio selection, and retirement guidance, Kleins suite of web-based applications deliver the final, complete solution. While Klein offers a range of decision support products, it is our company mandate that they all share these common characteristics:. Our anal...
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Klein Decisions -- Products
http://www.kleindecisions.com/products.htm
With Bob Padgette, CFA CEO and Founder. Klein Decisions, Inc. Provides a unique strategy for all participants. Eliminates the problem of limited online use. Delivers a complete solution on the first pass. Complete strategy based on each user's specific objectives. Specific steps to take now to reach desired outcomes. Considers Social Security, pensions, investments, annuities. Seamless companion to K. Plan Goals retirement savings solver. Captures the investor's objectives and their importance.
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Klein Decisions -- K4 Fund Selection Models
http://www.kleindecisions.com/Models.htm
The dividends in productivity alone are worth the cost. Fund Selection Sample Models. Fund Selection lets you quickly and easily build weighted factor models to evaluate and monitor mutual funds and ETFs. Their effectiveness depends on the choice of scoring factors, weights, and filters. Below are some sample models designed to find different types of funds. 401(k) LARGE CAP VALUE. Fund Selection can greatly simplify this task. CONCENTRATED LARGE CAP STOCK FUNDS. EQUITY INCOME FUNDS FUNDS. The best activ...
kleindecisions.com
Klein Decisions -- K4 Portfolio Selection
http://www.kleindecisions.com/products_portfolio_selection.htm
Innovative Approach to Profiling Increases Client Confidence. Many investors desire high return and low risk, along with high levels of current income and liquidity. While these are understandable goals, they are not practical. Traditional client profiling and suitability processes simply average these conflicting objectives, usually yielding a balanced portfolio recommendation. But this approach does not assess the importance of each objective to each client. reducing their confidence in...Portfolio Sel...