Your Retirement Plan Partners

The best solutions for you and your clients.

BlueStar partners with retirement plan advisors to make retirement plans run right. Our mission is to provide advisors the tools they need to empower our mutual ability to make retirement plan sponsors and their employees happy. And with our in-house development team programming our own proprietary user experience portals, new solutions are close at hand.

(Wide) Open Architecture Multiple open architecture custodians available

It's not enough for us to offer a single open architecture platform; rather we represent multiple platforms. So if you have an existing wealth management custodial relationship, we'll fit right in.

  • INVESTMENTS WE SUPPORT

    No reason to stop at mutual funds.

    • ETFs
    • Collectives
    • Money market deposit accounts
    • Self-directed brokerage accounts
    • Unitized accounts
    • Company stock
    • More!
  • INTEGRATIONS

    We'll integrate with your software providers to provide for data flow between systems. Contact us to hear about existing integrations!

    • RPAG
    • Envestnet
    • LPL

Retirement Readiness Analysis See aggregate plan data for your book of business

BlueStar provides advisors with the tools they need to monitor their clients and offer quality service. BlueStar's dashboard offers complete retirement readiness visibility for the entire plan.

Retirement Readiness Analysis Tools for Successful Outcomes for Participants

Participants can monitor their retirement readiness by logging into BlueStar's easy to use dashboard. Powerful online tools give participants complete ownership over their retirements goals.

Engage Participants Customized Communication Campaigns

BlueStar has all the tools necessary to execute data-driven customized communication campaigns to participants, from the core actionable data, to templated communications, and a messaging delivery system. When you want to go the extra mile to engage plan participants, we have you covered.