IUM-based fee unites reddi platform with client's best interest. AUM-based platform fees make perfect sense for accumulation products and solutions. These fees align with client goals and needs: grow the fee as the asset grows.
But, for income-producing solutions, traditional platform fees based on Assets Under Management (AUM) often misalign with the needs of retirees. Enter reddi’s Income Under Management (IUM) model — a transparent, client-centric approach designed to support the decumulation phase.
Rather than focusing on asset growth, IUM ties fees to the income generated for clients. This model ensures that both the reddi platform and retirees share a common goal: sustainable, predictable income that supports their lifestyle.
reddi, developed by NISA Connect, offers pension-level predictability through its IUM model. Advisors who design draw-down plans using reddi are committed to delivering reliable income, and ensuring client confidence in their financial future.
Discover how reddi’s IUM-based fees align with client interests. Download the IUM Fact Sheet.