Edward Jones Launches AI-Powered Retirement Plan Management Solution in Partnership with Aboon and RPAG
Edward Jones is developing a new retirement plan management solution, set to launch in 2027. The tool will be built in collaboration with Aboon and the Retirement Plan Advisory Group (RPAG), part of Great Gray Group. This AI-powered platform aims to streamline workplace retirement planning for financial advisors serving business owners and their employees. The Retirement Plan Management Center is designed as an end-to-end solution, offering capabilities from prospecting through plan servicing. It will include a centralized dashboard with integrated metrics, insights, alerts, and notifications. The initiative aligns with Edward Jones' broader strategy to support clients at every stage of their financial journey. Katherine Roy, Principal for Workplace and Retirement Solutions at Edward Jones, emphasized the goal is to simplify retirement planning by combining strengths across partners. Aboon's platform will be used as a foundation, offering advisors tools to find and manage plans more efficiently.
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Topics: AI technology business owners financial advisors retirement plans