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A Superior Collective Investment Trust Onboarding Experience

Introducing
BoardingPass™

Powered by Great Gray Trust Company, LLC

BoardingPass™ automates and optimizes the CIT onboarding process, allowing you to focus more on servicing your clients and less on tedious paperwork. Built for advisors, plan sponsors, and record keepers, BoardingPass™ is the only CIT onboarding platform that’s purpose-built for speed, intuitiveness and accuracy.

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Join the 4800+
forward-thinking advisors who signed up for BoardingPass™.

The one thing that may be holding you back from growing confidently? Sticking with the status quo.

With BoardingPass™, tasks that typically take days, weeks, or even months to finish can now be completed in just a few hours.

Status Quo

BoardingPass™

Manual request processing

Digitally-based workflow leverages key 
industry data

Service Level Agreements > 1 week

Participation agreements ready to trade in less than a day

Manual agreement checking

100+ data points checked on every request

Multiple agreements stored in various locations

Agreements stored in a single repository

Status Quo

Manual request processing

Service Level Agreements > 1 week

Manual agreement checking

Multiple agreements stored in various locations

BoardingPass™

Digitally-based workflow leverages key 
industry data

Participation agreements ready to trade in less than a day

100+ data points checked on every request

Agreements stored in a single repository

Redefine Participation Agreement Processing

Automate manual effort and ensure accuracy with features like prepopulated form fields that pull retirement plan data from the IRS Form 5500 database.

 

Request. Review. Ready to Trade.

Submit a fund request on-the-go, in between client meetings, in less than 5 minutes. Spend less time on tedious tasks and more time building your book of business.

A computer screen displays plan options for Boarding Pass, a tool for retirement investment advisors and strategists

Receive Real-Time Information

Improve performance and reduce risk with instant, up-to-date status on application requests.

TRY BOARDINGPASS™

Reluctant to adopt CITs
because of the paperwork?

Hear from advisors who automated with BoardingPass™

BoardingPass™ is magic with how easy it is to work with. BoardingPass™ has helped to improve the previous paperwork process. The tool helps to pre-fill the majority off the documents, making the overall (onboarding) process much more efficient.”

Kevin is an advisor to a plan that invested in a Great Gray collective fund and was not compensated for his statement.

- Kevin Kaiser, Sr. Investment Advisor

This is so much better than manually entering all this data into these agreements. This is a great system and love that you are continuing to take feedback and make it better and better.”

Susan is a Sr. Account Manager to a plan that invested in a Great Gray collective fund and was not compensated for her statement.

- Susan Blassingame, Sr. Account Manager