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Working with Valic


bdeancpa
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It should be as simple as creating the correct template to load the information to. Each software, whether Relius, ASC, Datair, etc... should have this functionality. I would imagine the most important function is to download participant details with "totals only" from AXA and Valic. Many times, you will not need fund details from the annual reports, but instead source totals (including Beg Bal, Contributions, Distributions, Earnings, and Ending Balance, and maybe a few others).

CPC, QPA, QKA, TGPC, ERPA

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