Enterprise Relationships

Alliance Benefit Group® 's combined resources and business metrics bring a “strength in numbers” position to the negotiating table. As a result, Alliance Benefit Group has been able to negotiate significantly more favorable enterprise level agreements and products from leading industry providers including:

Preferred Mutual Fund Revenue Sharing Contracts

Custodial Fees on Major Trading Platforms

Newkirk

Zephyr

Schwab Retirement Technology (SRT) user fees

Sungard Relius

Masterypoint

Enwisen

Microsoft Live Office Meeting

Don Trone Models and Analytical Research Tools (fi360)

These enterprise level agreements allow each Licensee to improve their competitive position allowing them to enhance their ability to better serve their clients.

Learn more about the Enterprise Relationships available to Alliance Benefit Group® licensees.