ftwProposal Pro is an innovative and easy to use proposal solution designed to help you present your clients with the best possible plan options. Calculate complex allocations and perform compliance tests with a click of a single button!
ftwProposal Pro is seamlessly integrated with our Plan Documents and Compliance Testing and Reporting Modules. Our proposal system can be used for both prospective clients and existing customers.
Software Highlights
- Shows up to five different plan designs side-by-side
- Compares various combinations of employer contributions to maximize benefits to selected participants
- Allows addition of client’s tax bracket to show realistic cost/benefit of plan
- Creates two to five separate proposals simultaneously with pie charts
- Customizes your proposal presentation (logo, font type, cover page and more)
- Offers suggestions for passing failed Gateway and Rate Group test