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Strengthen your
brand

Impress prospects and gain more exposure with a custom platform branded with your firm's name and logo. The Kona platform showcases your brand to employees during an easy step-by-step 401(k) setup, building trust in your firm for additional future financial needs.

Save time educating clients

Save hundres of hours driving to company offices and educating your clients about the differences in plan offerings, risk, and investment options. Kona allows office and remote employees to go through the necessary information on their own time and schedule a time with you when needed.

Capture rollover funds

With easy to understand explanations of rollover options and a simple rollover request form, advisors who use Kona see an increase in the percentage of clients who rollover their previous 401(k) funds.

Qualify leads for additional business

As company employees fill out a remote financial questionnaire, you'll get a pipeline of qualified leads by asset amount, services needed, and financial goals.

Get more meetings with leads

Integrate your scheduling app right into the Kona platform so your clients know exactly who they can reach out to regarding their options and additional financial service needs.

Get more done with Financial AI

Our custom Financial AI-Agent is trained specifically to answer 401(k) questions. The AI compliments the learning experience through additional in-the-moment examples and clarification, saving you from answering basic questions.

Start growing your AUM today

Kona will increase exposure to your brand and help you acquire new clients to grow your business.

Get in touch!

Customer
Stories

Clients love the branded courses

Ever since we rolled out Kona to our new and existing clients we keep hearing how much their employees love the course! It's clear and straightforward and alleviates all the confusion around 401ks. It's also a great way for our firm to get our brand out there and attract new individual clients.

John S.
President

Our rollovers increased by 23% 

The rollover tool allowed us to quickly capture the necessary information and perform remote rollovers on behalf of our clients. We've never brought in so much capital from rollovers before!

Jeana B.
Vice President

Saved us hundreds of hours!

Our company manages over 200 401k plans and with Kona we were able to cut our educational field time in half! That was huge for our advisors who are now able to use that time to help clients with specific questions and find new business.

Stephen D.
CEO

Plan Features

Firm Branded Platform
Unlimited Company Specific
Platforms
Custom Company Branding
Video Embeds
Custom Course Domain
Provider Information
Unlimited Content Changes*
Account Rollover Tool
Lead Generation Questionnaire
Calendar Integration
Unlimited Meetings
Financial Document Hosting
100 Form Submissions/mo
Platform Web Hosting
Secure Web Connection
Firm Branded Platform
Unlimited Company-Specific Platforms
Custom Company Branding
Video Embeds
Custom Domain
Provider Information
Unlimited Content Changes*
Account Rollover Tool
Lead Generation Questionnaire
Calendar Integration
Financial Document Hosting
100 Form Submissions / mo
Unlimited Calendar Events
Web Hosting
Secure Web Connection
Beautiful Landing Pages
Pricing Tables
Interactions
Content Management
Analytics
Custom Development
Migration Support
Dedicated Technical Support
Video Dedicated Support
General Support Tickets
Video Dedicated Support
Premium
$29
Per month
Get Started
Beautiful Landing Pages
Pricing Tables
Interactions
Content Management
Analytics
Custom Development
Migration Support
Dedicated Technical Support
Video Dedicated Support
General Support Tickets
Video Dedicated Support
Enterprise
$100
Per month
Get Started
Financial AI-Agent
Unlimited Form Submissions
Custom Branded Forms
Additional Calendars
Multiple Calendar Events
Dedicated Customer Support
Financial AI-Agent
Unlimited Form Submissions
Custom Branded Forms
Custom Branded Videos
Additional Calendars
Multiple Calendar Events
Dedicated Customer Support
Beautiful Landing Pages
Pricing Tables
Interactions
Content Management
Analytics
Custom Development
Migration Support
Dedicated Technical Support
Video Dedicated Support
General Support Tickets
Video Dedicated Support
Premium
$29
Per month
Get Started
Beautiful Landing Pages
Pricing Tables
Interactions
Content Management
Analytics
Custom Development
Migration Support
Dedicated Technical Support
Video Dedicated Support
General Support Tickets
Video Dedicated Support
Enterprise
$100
Per month
Get Started

Want to learn more?

Get in touch with one of our specialists to evaluate which Kona tier is best for your business

Get in touch!