carefreeliving
Sep 4 2003, 06:33 PM
I would like to hear comments and experiences for those that are using the Web/Internet module for Relius.
We are going through analysis of various recordkeeping platforms and a functional web module is a critical requirement (since we are focused primarily on daily plans).
Any and all information is appreciated.
DottleC2
Sep 19 2003, 11:33 AM
I imagine that someone would be glad to help you out on this, there are quite a few in use.
Perhaps contact Relius directly for a list?
- Bill
rcline46
Sep 19 2003, 06:51 PM
We use both the VRU and Web modules. Their functionality has been greatly expanded and the work very well.
You will need a T1 line (or two depending on number of clients). The web gets a lot more use than the T1.
Would recommend you get a competent web page designer!
Tom Makeever
Sep 22 2003, 07:52 AM
Carefreeliving:
SunGard Corbel provides three distinct web modules: Participant Web, Plan Sponsor Web and Client Service Rep (CSR). The Participant and Plan Sponsor Web modules have been significantly enhanced over the last 6 - 12 months with features such as recurring rebalance, transfers by dollar-to-dollar and dollar-to-percent, electronic prospectus, on-demand reporting, data validation of payroll files and an advisor portal feature for access by brokers or other trusted advisors.
I would invite you to contact us and we can arrange for a web based demonstration of the various modules your firm is interested in.
Tom Makeever, VP Sales
SunGard Corbel
(800) 326-7235 ext. 1123
ext. 1100 for Sales Support
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