The Pension Portal. Helping you take your pension business into the paperless age

Transcription

1 The Pension Portal Helping you take your pension business into the paperless age

2 When you ve been helping pension professionals implement client portals for as long as we have, you understand that the power goes far beyond uploading documents and sharing files. Advanced features like online work-flow managers, annual data requests, billable entries, time tracking, and 24/7 access software are powerful ways to attract, retain, and delight clients. So we ve built them all into the Pension Portal s suite of features. The Pension Portal is a comprehensive suite of tools to help take you and your pension business into the new age. With cloud computing technology, the portal gives you easy, yet powerful management of your retirement planning business. The system makes use of industry leading technology to organize, automate, and synchronize your document collection/distribution process. The self contained system hosts all needed applications on its website, requiring no installation. With secure access, the portal gives you the means to communicate confidential information with your clients. Each user will have access 7 days a week, 24 hours a day, from anywhere in the world. The portal also comes with unlimited storage, which gives you the means to manage all of your documents, contacts, plans, clients, and more in a central location. Support Unlimited Customer Support At EBG Systems we take our clients seriously. That's why we offer unlimited customer support with any Pension Portal subscription. This means there will always be someone on the line to answer your questions, or demonstrate new product features. We Listen to you We offer unparalleled personalization that you won't find anywhere else. Every month we take customer feedback or personal requests and turn them into the latest Pension Portal features.

3 Features at a Glance Database for: Company Information Plan Information Project Management Contact Management Mass Mailing & Task Management File Sharing and Notifications Time Tracking & Billing Benefits 1. Effectively service your clients by providing instant access to client and plan information, contacts, and advisors 2. Manage your office work-flow by assigning tasks and projects 3. Meet plan and regulatory deadlines and prevent task delays 4. Send notifications to clients overdue on tasks and information on where there files are located What s New Mass ing & Task Management Integration Our sophisticated communication system gives you the ability to send out mass s to your clients and special groups. Through seamless integration with our task manager, you can now filter your s by projects, tasks, plan years and due dates. This allows you to send messages to people working on a certain plan or anyone who is overdue on a given task. For instance, if you would like to send messages to all clients who are overdue on 5500 forms, you can filter your work-flow by task, select the given plan, and send messages to those clients. File Management Personalization & Notifications The file management utility now gives you the ability to color code your folders and send notifications to users. The color coding feature allows you to assign specific colors to individual folders, making it easier for you and your staff to manage your paperless filing system. In addition, notifications can be sent to users of your choice every time a new file is uploaded to the system.

4 Security & Server Characteristics % Uptime - Climate Controlled - Anti-virus Protection - SSL - SAS-70 Certified - Local & Off-site Backup - High Capacity Bandwidth - 24/7/365 Staff Monitoring - Battery & Generator Backup Secure Socket Layer (SSL) The Pension Portal is validated as a secure web-site for online transactions. The site can receive 128-bit encrypted information to ensure your personal data is protected at all times. The SSL certificate enables encryptions of sensitive information with a unique credential during online transactions. Network wide enterprise firewalls - EBG Systems provides every customer with basic firewall protection. Our network firewalls provide one of the key security tiers in our core network and provide you with solid protection against many known types of malicious attack. Anti-virus install, configuration and updates Our dedicated servers provide on-board anti-virus protection. Server protection is one of the most important parts of our overall security. Initial installation is followed up with an automated update process that applies new versions to servers as they are released, in turn providing you with a safe server that stays protected from the latest threats. Enterprise Intrusion Prevention System (IPS) In addition to network-level firewall protection, EBG Systems also provides intrusion prevention against DoS, DDoS, brute-force attacks, and other malicious attempts to render systems unreachable. Our IPS solution utilizes both an automatic signature updating system and a manual signature authoring system, allowing EBG Systems to tailor the protection to fit known vulnerabilities as well as zero-hour protection against new exploits. Data backup At EBG Systems your data will always be there. Our systems backup your files and databases on a daily basis to a SAN device for rapid retrieval, ensuring business continuity and peace of mind.

5 Companies are dramatically saving time and cutting costs by eliminating in office file storage systems and employing web-based management software. Stay ahead of the curve by taking your pension business into the paperless age. Plan Sponsor Portal Secure client access to all of your plan related items Available Features Plan Sponsor Access The plan sponsor portal meets your needs as a TPA and that of your plan sponsors, with a service solution that is both robust and flexible. The secure platform will give you and your sponsors the ability to effectively and efficiently communicate. With this platform, you will have secure access to sensitive information via file sharing and gathering. Fully customized for individual users, the suite of tools will help increase the efficiency of gathering important information, such as census and annual data requests. With file sharing, plan sponsors gain instant access to specific documents and the ability to send them back to the TPA. The internal message center gives your firm the ability to instantly communicate with sponsors over a secure platform. File Management Database Contact Manager Control Panel Manage your plan sponsors all in one central location Easily create plan sponsors and keep detailed records of their information, contacts, and plans Centralized plan database that allows you to access all of your plans from anywhere in the world Add detailed plans with our plan info, provision, formula, services, and document menus Keep track of changes or add comments to your plans that can be shared with other users Safe Harbor Notices Work-flow Manager Full Reporting Capability Letter Merge Mass er Time Tracking Billing Distribution tracking Dashboard Step-By-Step Wizard

6 Project & Task Manager Contact Management System Improve productivity and manage your projects and tasks Manage your work-flow, simplify tasks, and gain the ability to conduct real-time monitoring. The workcenter is a team management application that provides human-to-human interaction via tasks and projects. With the portal, you can automate work-flow and spend time on more important activities. The workcenter enables employees and managers to be organized, efficient and productive. Users can create and manage multiple plan years, projects, and tasks. You can even set due dates, insert comments, mark completed tasks, and conduct real-time reporting. The ability to personalize your workcenter gives you even more flexibility in managing your work-flow Repository for contacts with different roles/access levels 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 all of your contacts in the system, the seamless data integration pools your contacts into all portal applications, making it easy and convenient to send out s, assign tasks, track time, and generate reports. Centralized database of employer, contact, and role lists Manage your Plan and Sponsor contacts Easily add and manage employers and contacts Assign contacts different roles and access levels Task management for yearly administration and other projects Real-time reporting with a variety of filtering options Select from multiple templates and customize your own projects Database The portal is a secure, centralized, dynamic database for all of your plan related items. From confidential documents, to contacts and clients, the portal will store everything you need to run your pension business. Unlike a static database, the dynamic features allow you to actually use the information you store. You can use your contacts to assign tasks and projects, send out mass s and annual data requests, track time, and share important documents. Store and manage your plan related items Keep detailed lists of plans, contacts, sponsors, and employers Store plan related documents, safe harbor notices, and distributions

7 Just a few of our innovative features Choose from a wide variety of packages File Management For information on pricing or demonstrations eellis@ebgsystems.com Unlimited storage with every account Clients can store and share data long-term Database for all plan documents Data is stored in our SAS 70 compliant storage facility with advanced backup protocol Upload files to individual folders and edit at anytime Mass file upload system that allows a user to upload up to 10 documents at once Create customized folders, or select from our existing lists Upload PDF, DOC(X), XLS(X), GIF, JPG, BMP, ZIP Phone: (773) Time Tracking & Billing Everything you need to track time The portal s time tracking and billing modules feature rich applications that fit all of your needs. With seamless data integration, dynamic reporting, and management tools, our intuitive time entry interface will automate and organize your time tracking processes. This value-added platform offers enormous benefits to you and your pension business. By quickly and accurately capturing time, the portal can reduce the effort and expense of time management. Find us on Stay on top of your expenses and free up more time with billable time entries Gain flexibility with the option to import and export your data User-friendly interface with easy data entry Gain insight into your time tracking and cost management