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Our People

Kyle Hewlett

Partner

205-447-0468

My 27 year financial background was the base used to design a simple and adviser oriented system. Our goal was simple:

  • Minimize adviser admin time
  • Get revenue from held away assets
  • Easy installation and ongoing support
  • Automatic client billing or credit card
  • Customized graphics to build my brand
  • Simple Review process to get referrals
  • Proven rollover control

"eZ-Adviser has allowed me to leverage my time, increase client contact, and add substantially to my gross revenue".

Bob Law

Partner

205-447-0468

205-447-0460

bob.law@ez-adviser.com

This proven "cloud based" service is housed in a secure server with redundant disks to protect your data and saving you the drudgery of software updates and backups and is SSAE16 compliant. Our design:

  • Minimizes adviser admin time
  • Fees can be set at plan or participant levels
  • Easy installation and ongoing support
  • Automatic client billing or credit card
  • XLS allocation takes only 4 minutes
  • All client data on single screen for easy access
  • Flexible subscriber communications
  • Uploads of clients and plan building

"The technology we used is the the same as what you are using right now to view this site."

Click below and take a