Get a complete picture of all your contacts in one location. The Portal stores your contacts, plan sponsors, trustees, clients, employees, and more in one location. With seamless integration, our contact management system makes it easy and convenient to send out emails, assign tasks, track time, and generate reports.
Store all of your contacts online:Storage: Unlimited web-based storage
Fully integrated with our suite of workflow solutions:Mass Emails Send emails to contact lists or individual contacts
Track and audit files with firm-wide reports. Filter by:Plans: Type, Name, Status, PYE