inVesti Financial
Clay Malcolm has a Bachelor of Science degree in Radio, Television, and Film from Northwestern University. They have held various positions in the financial industry, including Chief Business Development Officer at New Direction Trust Company, Business Development Specialist at Advanta IRA, Product Director at a fintech company, and currently serves as the Executive Director at inVesti Financial. Clay's expertise lies in transforming financial management and creating financial infrastructure platforms for financial professionals.
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inVesti Financial
inVesti is a turnkey software infrastructure that allows financial professionals to offer workforce solutions such as fiduciary managed employer plans, 401(k)s, IRAs and HSAs with less administration time. We are addressing the needs of today's workforce. Employers and plan participants are facing new challenges regarding financial planning, life and career events, retention, and regulatory changes at an ever-increasing rate. The inVesti platform is built to help employers and plan participants adapt to these issues and to facilitate participant success by way of enhanced communication and investment strategy. We are a technology partner that will be with you from the first day of enrollment to retirement and beyond. Key product features include: Easy and secure participant enrollment Intuitive user dashboards Scalable investment solutions for any size business Record Keeping and TPA services A suite of investment and "safety-net" fund solutions Assigned Financial Advisor to every activated plan Participant modeling and fund lineups Open architecture for product integrations Efficient Plan Setup and Plan Management Features inVesti - Are you in?