Your experiences with the Relius Internet/Web Module?

[Guest carefreeliving]

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.

[Guest DottleC2]

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]

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!

[Guest Tom Makeever]

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