Next Generation Trust Services to Introduce Cloud-Based Website Enhancements to Improve Customer Service Activity
Published on May 10, 2013
Updated Online Customer Portal, Trust Accounting Software Will Provide More In-Depth Account Information for Account Holders of Self-Directed IRAs. Account holders at Next Generation Trust Services will soon have access to much more detail about their self-directed retirement plans when the firm updates its online account portal at the end of May.
Account holders at Next Generation Trust Services will soon have access to much more detail about their self-directed retirement plans when the firm updates it online account portal at the end of May. The administrator of self-directed retirement accounts has continuously been updating its website and web-based customer service options over the past two years to accommodate its growing client base more efficiently.
In addition to a sleeker, more contemporary look, the customer service enhancements will allow account holders greater access to a broader range of pertinent account information regarding their self-directed IRAs. They will be able to view their account information in far greater detail than ever before, to sort their data along specific fields according to their preferences, and view long-term account history.
The new portal updates include the abilities to:
- Print all pages of account reports in a printer-friendly format
- Display account data in a grid format that can be grouped, sorted, and filtered
- Split out and view all relevant account fees, contributions, and payee information
- View performance return data, retirement portfolio balances, and transactions
“With self-directed retirement plans, the account holders make all their own investment decisions, and may invest in a diverse array of traditional and nontraditional assets,” said Jaime Raskulinecz, founder and CEO of Next Generation Trust Services. “Since our clients are responsible for doing their due diligence and researching their investments, it is important to us, as their account administrator, to provide them with as much account information as possible to guide their investing process, 24/7.” The firm recently introduced complimentary one-on-one consultations about self-direction as a retirement wealth-building strategy as part of its commitment to investor education and outreach.
Next Generation Trust’s clients invest in real estate, precious metals, commodities, hedge funds, loans, mortgages, private placements, and much more. Next Generation provides comprehensive account administration and transaction support for the self-directed IRAs.
When the new online portal goes live, clients will be prompted to update their account log-in information to provide additional account protections and to access all the new capabilities. Next Generation Trust will be sending emails out to its clients about the upcoming improvements and its staff is available during normal business hours to answer questions and assist clients.