BoardingPass Preview Video

Simplify CIT plan onboarding with BoardingPass, the ultimate solution designed specifically for retirement plan advisors. In this product overview, we’ll show you how BoardingPass streamlines the complexities of onboarding Collective Investment Trusts (CITs), ensuring a seamless, efficient process for advisors and plan sponsors alike.

Learn how BoardingPass delivers intuitive workflows, automated compliance checks, and real-time progress tracking to help you onboard plans faster and with confidence. Whether you’re looking to save time, enhance client satisfaction, or grow your CIT business, BoardingPass is your trusted partner for onboarding success.