Trying to learn what software providers are available to import client census and produce a side by side comparison of contributions to participants based on plan and contribution types for use in proposals.
Have already found one with EBG Systems that I haven't reviewed yet, and also one for a Pension Online, that I signed up for a 14 day free trial.
Does anyone know of others used, and which ones are the most preferred based on ease of use, most features, and lowest costs?
Thanks