Secure File Storage & Transfer
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.
File Management
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
Security: Store your sensitive documents in an online vault with 128-bit encryption
Accessibility: Access your documents online at anytime and anywhere
Organization: Organize and track your plan related documents with a familiar, customizable folder structure
Sharing
Exchange sensitive documents with plan sponsors and clients
Inbox/Outbox: Share files with clients through individual dropboxes
Security: Transfer sensitive files with 128-bit encryption
Customization: Create client folders and control who can access files
Reporting
Track and audit files with firm-wide reports. Filter by:
Plans: Type, Name, Status, PYE
Employees: Administrator, Assistant, Sales Consultant
Properties: Folder Location, File Description, Size, Date Uploaded, and more
