“You’re going to love this new system,” says Dave Owens, managing partner of AdvantaIRA Trust, “and we look forward to hearing your feedback!”
Fort Myers, FL (PRWEB) December 17, 2014
Improving every day, AdvantaIRA Trust is proud to announce the development and launch of Advanta360, our state-of-the-art online self-directed IRA portal. This fully customized system was carefully built as one of the most comprehensive, full-service platforms in the self-directed IRA industry.
AdvantaIRA Trust is a leading self-directed retirement plan administrator that serves clients across the nation. The company is dedicated to customer satisfaction and to making the client experience as simple and efficient as possible. This is why the firm has upgraded their online portal to include more client features than typical self-directed IRA administrators. On December 15, Advanta IRA made Advanta360 live to all of their clients. “You’re going to love this new system,” says Dave Owens, managing partner of AdvantaIRA Trust, “and we look forward to hearing your feedback!”
Self-directed IRAs allow account owners control over their investment funds and decisions. Advanta360 offers additional control—the ability to complete many administrative tasks and other functions related to accounts through this online portal.
Key features include the ability to:
- View detailed account information
- Submit bill pay and IRA distribution requests
- View pending transactions, including progress notes
- Export transaction history to Excel
- View and upload account and transaction documents
- View/pay fees and update payment preferences
- Update contact information
- And much more!
Advanta360 allows for true self-direction giving investors the ability to manage their retirement accounts online. To learn more about the benefits of self-direction or Advanta IRA’s online portal, contact 239-333-1032.
About AdvantaIRA Trust
AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control. To learn more visit www(dot)AdvantaIRA(dot)com.
About Dave Owens
Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. Owens opened the AdvantaIRA Trust headquarters in Fort Myers, FL in 2003. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.