PartnerConnect™: Experience the future of 401(k) for advisors
A next-generation platform built by advisors, for advisors.
Human Interest's PartnerConnect™ streamlines plan management through a single digital platform while providing powerful tools to expand your client base.
A modern platform for forward-thinking advisors
Intelligent tools, workflows, and recordkeeping capabilities
One digital platform
Gain complete control and full visibility into clients, funds, and plans with our streamlined digital platform.
See summary stats for your book
View each plan's dashboard as your client does
Access quarterly executive reviews
Investment toolkit
Simplify portfolio management with digital workflows and custom fund templates.
View our open architecture fund universe in real-time
See funds used across your whole book
Save your favorite lineup as a reusable template
Map funds on 1 plan or 1,000 in just a few steps
ParticipantIQ™
Identify and engage participants across all your plans with new educational opportunities.
Set custom thresholds for alerts
Get weekly email digests
Sort and filter by plan status and balances
Onboarding tracker
Seamlessly onboard clients and accelerate new plan launches with tools to help you identify blockers or delays.
See all your plans in one place
Drill into over 20 milestones for a single plan
Book time with your customer onboarding specialist
Proposal tracker
Close new opportunities with confidence with end-to-end visibility into proposal requests and approvals.
Submit new opportunities 24/7
See the status of all open proposals
Transition won deals automatically to onboarding tracker
See how ParticipantIQTM helps you better serve clients
Gain the winning edge with powerful digital tools
Built with advisors, for advisors. Experience a platform that is the result of deep collaboration with advisors from over a dozen top firms.
Enjoy a simpler plan management experience. Streamline onboarding and plan management with full visibility across your business.
Skip the spreadsheets. Access greater investment options, open fund architecture, and online customization of investment lineups and templates across all plans.
Unlock new growth opportunities. Find new opportunities to grow your practice and deliver exceptional client value.
Why advisors work with Human Interest
Advise how you want
Flexibility as 3(21) or 3(38) fiduciary on all plans with the ability to offer advice from you, your home office, Human Interest Advisors, or an independent 3(38) firm.
Compensation that fits your business
Fee-based billing collected from assets as a percentage or invoice. Comprehensive compensation statements sent directly to your home office, along with custodial data feeds to your preferred investment monitoring platform.
Straightforward pricing
We don’t offer proprietary funds or insurance products and have no connection to plan pricing and investments.
Industry-leading customer experience
Our award-winning customer service1 combined with our industry-leading Customer Experience Guarantee helps to keep your clients happy and invested.
Local wholesaler
Access a dedicated local wholesaler who can answer ongoing questions and provide retirement planning or state mandate resources for you and your clients.
Dedicated support team
Get a dedicated team of onboarding specialists and customer account managers assigned to your book of business.
1. Human Interest was awarded the “Gold Stevie Award" medal in the 2025 Stevie AwardsⓇ for Sales & Customer Service in “Customer Experience.” The company was awarded a “Silver Stevie Award” in “Customer Service Employer of the Year.” Winners were determined by the average scores of more than 170 professionals worldwide in the three-month judging process. Read more about the winning organizations: https://stevieawards.com/sales/2025-stevie-award-winners#CustomerServiceTeam and criteria for the award here: https://stevieawards.com/aba/judging-awards-process. American Business Awards are registered trademarks of Stevie Awards, Inc. Stevie Awards, Inc. is not affiliated with Human Interest. This recognition is not indicative of Human Interest’s future performance.
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