The CRM Solution for
Third-Party Administrators (TPAs)
- Calculates complex Required Minimum Distributions (RMDs)
- Imports from portfolio management systems and accounting software
- Expedites communication with individuals, clients, and groups via email and printed mailings
- Helps you manage your tasks and your relationships
- Syncs your calendar and contacts with Outlook, allowing you to sync to your phone and tablet
- Organizes financial, life planning, and estate information for clients
- Manages emails, scanned, and other electronic documents
- Provides many standard reports and a custom report builder
- Allows remote access
- Provides marketing campaign management and analysis
- Facilitates regulatory compliance
