Features and Benefits:

• Client transfer facility allows the cloning of client information
• Loan Amortization schedules can be calculated with multiple timeframes and payment options
• Maintain Beneficiary name and address information for display on specific participant statements
• Produce a Year End Request form on paper or diskette
• Create a Status Report of all clients on the system in client number sequence, by year end, and or alphabetically
• Report all participants on the system, by plan, who have reached a specific age (i.e. 70 ½)
• Compress client data for fast transmission over the Internet.