Guest mcmiller Posted October 19, 2015 Posted October 19, 2015 I am searching for a new plan document provider. Most clients are on their TPA prototype/VS documents, but I still have a few stragglers. Used Accudraft and was not happy with system issues - customer support was generally fine, though. Any opinions on SunGard or FT William? Thanks
Bird Posted October 20, 2015 Posted October 20, 2015 Fort William is great. Excellent system and fair pricing. Ed Snyder
movedon Posted October 20, 2015 Posted October 20, 2015 I used Relius to do a ton of EGTRRA restatements, and I thought it was fine. Price tempted me over to FTW for PPA restatements, and it is also fine.
NJ Mike Posted October 20, 2015 Posted October 20, 2015 We have FT Williams for the past 2 years and are very happy with the system. Find it easier and cheaper than Relius.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now