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Introducing the RPC Mobile

Introducing the RPC Mobile

EBG Systems is proud to introduce our first mobile access with the RPC Mobile. Simply scan the QR Code below, or visit http://www.therpc.com/mobile on your device. Once you’ve bookmarked the mobile site or added it to your Home Screen, enjoy the following features: Maximum Cash Balance Calculator Calculate first-year contribution amounts for your clients and […]

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Annual Data Request Wizard Webinar

Thank you to everyone who attended last week’s Annual Data Request Wizard Webinar, part of the Pension Portal Training Series. Here are some of the key benefits as well as a snapshot of what was covered: Benefits of the ADR Wizard Marketing – Attractive Graphical User Interface (GUI) will impress your clients Feedback – Monitor questionnaire […]

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How Cloud Computing Can Benefit You

Cloud computing seems to be all the hype lately, but do you really know what it means? From Microsoft to IBM, companies are actively using this buzz phrase to describe their products and services. You’ve probably heard of the phrase “take it to the cloud”, with cloud being a metaphor for the internet. However, when […]

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Pension Portal Version 6.9

Welcome to version 6.9 of the Pension Portal. This version welcomes several enhancements, including the much anticipated Task Mass Update. This new feature allows you to update a single task across multiple plans at the push of a button. For instance, if you have a similar task for all of your plans, such as, “collect […]

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Sneak Peek: Pension Portal Version 6.9

Version 6.9 of the Pension Portal is expected to bring a lot of new features, including the highly anticipated Workcenter Mass Update for a single task across multiple plans. In addition, we are welcoming a brand new interface for the Pension Portal login screen. Check out all of the upcoming features below: 1. Workcenter Mass […]

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The Pension Portal | Client & Task Management System

What is the Pension Portal? The Pension Portal is a comprehensive suite of tools to help take you and your pension business into the new age. With cloud computing technology, the portal gives you easy, yet powerful management of your retirement planning business. The system makes use of industry leading technology to organize, automate, and […]

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