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  1. Guest
    We are looking into a client management system, as well as a workflow system for our TPA. I've herad about PensionPro, NexusTPA, Pension Portal (EBG), and I hear that FT WIlliam has new software coming out. Ultimately, we are interested a some sort of a client portal and workflow system that would track time, track where we are on a plan, etc. I'm curious to see what systems others use and how it's working out?
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