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.

 
 
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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

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 over an encrypted connection

Customization: Create client folders and control who can access files

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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