
Klein Decisions
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Founded
2002

HQ
Research Triangle Park
United States
North America

Industry Segment
Enabling solutions

Company Status
Operating Subsidiary

Description
Klein Decisions, Inc. develops and delivers Web-based applications/systems that resolve the conflicts inherent in various investment decisions for financial professionals. Its systems incorporate investor preferences, goals, and priorities to deliver a personalized investment strategy with a streamlined investment decision process. The company offers tools for pre-retirement planning, post-retirement income planning, client suitability and profiling, mutual fund and exchange-traded fund evaluations (fund selections), and portfolio selections. It delivers participant retirement strategies, retirement plan guidance, and retirement plan advices. The company was founded in 2002 and is based in Research Triangle Park, North Carolina. As of July 1, 2014, Klein Decisions, Inc. operates as a subsidiary of Envestnet Retirement Solutions, LLC.
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Fast Facts: Revenue (USD Million), HQ (City and Country), Founding Year, Number of Employees, Website and Contact Details
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SWOT Analysis
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