Client Management Software

[Gadgetfreak]

I may have posted this in the wrong forum and I couldn't find anything related with a search. What software are my fellow TPAs using for client/contact management? We currently use a customized web-based database but it is getting old and support has ceased.

We need to keep track of our "clients" - the actual employers sponsoring the retirement plan(s) and all the associated data about that employer including contacts, FYE, EIN, etc.

Then, we need to track the Plan(s) that each employer has including the tons of provisions, fees, investment advisor, custodian, recordkeeper, etc.

Most off-the-shelf products I have looked at are really just for individual contacts. What are people using?

[Guest YATPA]

I may have posted this in the wrong forum and I couldn't find anything related with a search. What software are my fellow TPAs using for client/contact management? We currently use a customized web-based database but it is getting old and support has ceased.

We need to keep track of our "clients" - the actual employers sponsoring the retirement plan(s) and all the associated data about that employer including contacts, FYE, EIN, etc.

Then, we need to track the Plan(s) that each employer has including the tons of provisions, fees, investment advisor, custodian, recordkeeper, etc.

Most off-the-shelf products I have looked at are really just for individual contacts. What are people using?

RPG, our office is looking for a system as well. Have you had any feedback or found any applications that are worth looking at? Thanks.

[Gadgetfreak]

I did not receive any replies. You can look at Blaze as I believe their Pentak system does this but I am not fond of their user interface. I am continuing to use my customized database for now.

[SheilaD]

I did not receive any replies. You can look at Blaze as I believe their Pentak system does this but I am not fond of their user interface. I am continuing to use my customized database for now.

I've been using Datair's client and task manager software.