We understand that the RKS is the platform that your business is built around. Because of that we know your investment extends well beyond the RKS itself and includes all of the surrounding applications, hardware and custom processes. We differentiate ourselves from our competitors in the fact that our consultants have in depth experience in Omniplus, Trac2000 as well as other less known systems.
Our Omniplus experience has been utilized by several of the top ten wealth management firms. Our consultant’s Omniplus experience includes; but, is not limited to the following:
Our TRAC2000 experience has been utilized in 3 major conversions from Omniplus to TRAC2000. Our consultants have experience with the mapping of data elements for the system to system conversions, configuration of TRAC2000 ICU level switches to meet client needs, conversion of custom surround applications, day to day support that includes Payroll, Trading, Output, Disbursements, Web and Compliance Reporting.
We understand how TRAC vs. Sponsor determined eligibility works. We can help your shop steer clear of pitfalls like turning on the ability to allow contributions upon eligibility and not synchronizing your inbound data.
Our in depth understanding of payroll has been utilized by The Hartford to analyze the DST Payroll and provide benefit/gap analysis to the custom in-house developed systems that were used to process custom payrolls.Our through understanding of the inter dependencies of the various plan level switches have been utilized to solve detailed eligibility processing concerns. A brief summary of our consultants TRAC2000 experience includes; but, is not limited to: