Client Login
Contact Management System
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 seamless integration, our contact management system makes it easy and convenient to send out emails, assign tasks, track time, and generate reports.
Centralized
Store all of your contacts online:
Storage: Unlimited web-based storage
Security: Store your your client's and contact's information in an online vault with 128-bit encryption
Accessibility: Access your contacts online at anytime and anywhere
Integration
Fully integrated with our suite of workflow solutions:
Mass Emails Send emails to contact lists or individual contacts
Assign Roles: Give contact plan-related roles within the system
Access: Give any contact permission-based login capability
Reporting
Track and audit files with firm-wide reports. Filter by:
Plans: Type, Name, Status, PYE
Employees: Administrator, Assistant, Sales Consultant
Contact Roles and Additional Information
