TPA firms and pension professionals create, store, and share sensitive files every day. EBG Systems can give you peace of mind and accessibility that will set you apart from your competitors. Our file management system allows you to securely store all of your plan related and business documents in one location with 128-bit encryption.
As a web-based solution, you can easily organize, share, and archive your documents anytime and anywhere. Send files to clients, receive updates on file uploads and downloads, and customize your folder structures.
Store all of your client and bussiness related documents in a secure web based solution.Storage: Unlimited storage for all of your plan related documents
Exchange sensitive documents with plan sponsors and clientsInbox/Outbox: Share files with clients through individual dropboxes
Track and audit files with firm-wide reports. Filter by:Plans: Type, Name, Status, PYE