Enterprise Features

If your organization requires 10 or more Maximize My Social Security for Advisor licenses or would like to offer the household version of Maximize My Social Security as a benefit to employees, please get in touch!

For enterprises, we offer the following additional features for a one-time set up fee:

  • Single Sign On: Improve security and increase visibility by allowing your employees to log in to Maximize My Social Security via your single sign on portal. We integrate with any SAML or OpenID Connect compliant provider, such as Okta, OneLogin, or Azure Active Directory. Usage reports allow you to determine who and how often your advisors are using the system.
  • Advanced Report Customization: In addition to displaying your logo and advisor information on the PDF report cover page, you can display custom disclosures, add your logo to the header of each report page, and use your brand colors in charts. Even more customization is possible, though may incur additional costs depending on complexity.
  • Automated Data Sharing: Do all advisors in your Chicago office support each other's clients and thus need access to each other's data, while advisors in your Denver office only share specific clients with specific other advisors or assistants? We can handle that! Based on data provided by your single sign on provider, we can automatically assign advisors to the appropriate office and enable either user-to-user sharing or automated sharing.

We'd love to learn more about your needs and how we can help, please contact us today.

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