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Plan Dashboard

Establish a 360-degree view of your pension business

Navigating your daily business tasks has never been this easy. With the dashboard, you can view and manage all aspects of your business. File storage, contact management, deadline tracking and other important functions are centered around one single interface. While in the Portal, the dashboard can be opened at anytime, giving you the ability to efficiently access important information. By allowing for multiple sessions and organizing all of your work materials through one interface, the time and energy required to complete key business tasks is greatly reduced.



360-Degree View Service Solution Instant Access

View and manage all aspects of your business in one user friendly interface.

Give your staff the ability to answer client questions immediately.

Gain instant access to all of your plan documents and events.