Grow your revenue while delighting your clients.
Ubiquity makes it easy for advisors to bring retirement savings to their startup and small business clients. Our low-cost, flat-fee retirement plans are designed from the ground up specifically for the underserved and budget-conscientious small business customer. We provide the insights, resources, and state-of-the-art technology platform to help advisors grow their business.
“I have never... I mean NEVER worked with a better Customer Service Crew before and my background is Customer Service! They are all fantastic. Love, Love Love Catherine, Doug and the rest of the crew!”