Bruce1 Posted September 16, 2024 Posted September 16, 2024 We are currently using DATAIR for the documents and their pension system for testing. What software systems do you all have personal experience with and recommend?
RatherBeGolfing Posted September 16, 2024 Posted September 16, 2024 I have used FTWilliam, Relius/FIS, Datair, and ASC. Relius/FIS has the most bells and whistles, but I found that we simply didn't use 90% of the features. Also, the system isnt wasn't that user friendly. ASC is decent but clunky. Support staff is great. FTW is very user friendly, and the modules are integrated. They are constantly adding new features. Lacks some options on the 403b side. Great support staff. I prefer FTW, but the details of your practice will dictate what the best fit is for you. All three are better than Datair in my opinion. Bruce1 1
Bruce1 Posted September 16, 2024 Author Posted September 16, 2024 Thank you! I'll check into FTWilliam
CuseFan Posted September 16, 2024 Posted September 16, 2024 We use FTW for documents as well - was a Relius user for years (back to Corbel days) - did not like the switch at first but could not imagine going back now. Bruce1 1 Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
doombuggy Posted September 20, 2024 Posted September 20, 2024 I will chime in that we use Datair PeWin for admin and FT Williams for documents. I don't care for the system too much - I find it more difficult than the Relius/FIS/Corbel documents that I used for years at other TPAs. It is fairly easy to generate amendments, and I agree, their customer service is great. I just find some items hard to find. QKA, QPA, ERPA
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