Planserve Relevant IPAD for retirement account service modeling.
[View demo at http://youtu.be/IXRC2a75-dA ]
Planserve provides recordkeepers, sponsors, and advisors an Ipad App to enable faster and easier access to their retirement accounts. The new App allows easy access for modeling, enrollments, and gap analysis as well as a secure alert center for tailored messages about their account.
The message center is the only secure method to allow administrators and advisors to keep a closer relationship with valued participants. The messages are managed in the Relevant Alert engine to audit when and how the participant see and acknowledges the alert. The alerts can also be pushed to provide secure and real-time information about payrolls, loans, and investments.
In today’s fast paced world on the go, the Planserve Relevant Ipad shows how we let your participants access their accounts on their terms. The user can customize the screens to quickly see the critical data needed while on the go. And updates can be cached while offline and then re-submitted automatically when next on WIFI.
The App is the perfect complement to the Relevant Portal and shows administrators how to better communicate with their participants for a powerful market advantage.
Instant balance updates
Real-time account updates
Pushes custom messages
Avoids tedious logon routines
For administrators, the deployment is simple and quick. The technology uses the proven host-based XML business services used in Relevant Portal. This not only guarantees the same results generated by the host, but it also eliminates costly rule duplication.
The App is secure protected by the latest SSL and encryption technology - Call Planserve Data Systems today for logon credentials.