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Posted

For billing purposes I am wanting a report designed with the following:

1. Number of participants deferring.

2. Number of participants not deferring (with a balance).

3. Number of distributions processed in the given time frame.

4. Number of loans processed in the given time frame.

5. Number of loans outstanding.

6. Number of insurance policies.

I talked to Corbel and they said it was possible but it would take too long and wouldn't do it. If there is anyone out there who would be interested in taking on this project for a fee please let me know.

Guest sjphillips
Posted

AGH provides custom reporting services for Relius Admin. We have developed custom forms and packages (distribution packages), management reports and enhanced participant statements as well as anything else you can imagine.

We have been on the Relius Admin system for 3 years and can provide references if needed.

I can be contacted at 316/291-4137.

  • 3 weeks later...
Guest DottleC2
Posted

What version of Relius ?

- Bill

Guest sjphillips
Posted

Not sure if you're asking Archimage or me . . . :)

AGH prefers to develop reports in the current version (8.3); however we have the resources to develop for prior versions. . .

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