This feature displays a current plan list showing the total assets of each with links out to the plan sponsors and participants, as well as the plan contacts. This gives the financial consultant (FC) a real time summary of plan assets with the capability to link to each site.   Click here to view the sample page.

This feature provides a printable and displayed view of all trades made within a given time period listed by fund and date and gives the FC the ability to track trades made by their clients, allowing them to provide better service.   Click here to view the sample page.

This feature displays the primary user name and details the distribution and loan transactions made between the institution and the individual fund owner. It enables the FC to better track this activity and provide faster service.   Click here to view the sample page.

This feature displays the status of a plan conversion, which allows the FC to better track this activity and provide faster service to sponsors and participants.   Click here to view the sample page.

This feature displays the whole plan in a statement of accounts for a range of dates. It shows a complete summary history by fund, including grand totals and gives the FC complete tracking of a plan by date range real time.   Click here to view the sample page.