Building and administering retirement plans is not easy. But you or your team don't need to get bogged down by time consuming and repetitive processes that hinder your growth.
You can automate a lot of your menial processes so that you can focus on revenue-generating tasks.
Machines aren't affected by fatigue like humans are. Machines are repeatable and predictable. Avoid errors in your work that could potentially cause compliance and regulatory issues by eliminating human error. We have proven to be more accurate than humans!
We understand that you are unique and have your specific applications. Our customer success team is here to set up the perfect solution for your business. We also provide onboarding, training, and access to live support as you grow.
Our pricing is broken down into a fixed base and by the specific workflows you choose - so no hidden fees! We also calculate our pricing to be equivalent to a fraction of the offset manual labor cost, meaning you will always save money!
We offer a suite of customized solutions for retirement plan TPAs focused around the automation of various manual workflows. These include automatic filing of brokerage statements, download and filing of 5500 and other reports from record-keepers, etc.
Our API allows you to seamlessly integrate your fintech platform for fully headless operation. Extract useful information from bank or investment statements, reporting letters, identification documents, and almost any other kind of document without any template configuration.
We’re proud to be Gold Sponsors at the ASPPA Annual TPA Growth Summit! We will be at booth #305 at the exhibit hall and our Solutions Architect, Kyle will be presenting an educational session about artificial intelligence!