Enveritus Financial Access Software (EFAS)
A suite of web solutions designed to give plan participants, plan sponsors, financial consultants and administrators access to data within recordkeeping and back office systems. Enveritus is designed to provide multiple layers and extensive levels of customization allowing users to differentiate their offering through features such as a self-building document library, user-defined menus and plan and financial consultant level branding.
Common Remitter System (CRS)
An administration solution that enables recordkeepers to automate the receipt of census and contribution data, perform compliance limit checks and manage the communication of contribution investments across multiple asset managers, helping them comply with new 403(b) regulations. Common remitter includes a web based participant enrollment system, capturing contribution amount, catchup contribution elections, vendor selections and more, while communicating this data via industry standard or custom formats to downstream parties. Notification capabilities and reporting tools included.
Remote Data Connector (RDC)
Sophisticated, scalable technologies allowing systems to connect to recordkeeping systems and other back office applications across disparate physical locations through simple XML interfaces. Optimized to the SunGard Omni and Schwab Retirement Technologies products. RDCs provide secure data transmissions through firewalls. Their small footprint and fast, efficient processing go virtually unnoticed within a client’s infrastructure yet provide high value to growing providers.
Retirement Services Application (RSA)
RSA is a highly sophisticated browser based workflow and document management system designed to allow back office workflows and documents to flow seamlessly and securely between internal workgroups and outside parties. RSA includes tight integration to Microsoft office, minimizing staff training. Full support for group based or individual based routing and escalation, ad-hoc as well as pre-defined workflows.
TPA Payroll
Envisage’s TPAPayroll is a web-based remittance and census submission, validation and transformation tool set. TPAPayroll reduces labor costs related to processing client data and training new staff thereby reducing dependencies on key resources. It improves traceability in support of audits, compliance with service level agreements and increases client satisfaction through instant feedback and results on remittances.