ASSETLOCK

AssetLock is award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor. The software monitors account values and provides e-mail and text notifications to the account owner when new highs have been reached, and when the account value declines to the owner's pre-determined risk threshold. If the account value breaches the account holder's risk threshold, the software will notify the owner and his or her AssetLock-Equipped advisor to carry out the pre-determined action when the account was invested, or it will notify the owner to prompt a discussion with his or her plan provider about making possible adjustments to the retirement plan.