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Retirement Plan Review Software by Xinnovation
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Retirement Plan Review Software by Xinnovation

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The XiDocs Retirement Plan Review Solution will empower your knowledge-expert employees to create powerful, personalized plan reviews faster and easier.

The XiDocs Retirement Plan Review Solution will empower your knowledge-expert employees to create powerful, personalized plan reviews faster and easier.

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  • 1. Innovative Solutions for your Client Communications Solution Overview: RETIREMENT PLAN REVIEW Xinnovation, Inc www.xinn.com 781.272.3300Copyright © 2010 Xinnovation, Inc. All Rights Reserved..
  • 2. Retirement Plan Review CORE FEATURES AND CAPABILITIES THE XIDOCS RETIREMENT PLAN REVIEW SOLUTION WILL EMPOWER YOUR Client Reporting KNOWLEDGE-EXPERT EMPLOYEES TO CREATE POWERFUL, PERSONALIZED Pitch Books PLAN REVIEWS FASTER AND EASIER Simply put, the retirement plan review solution framework from Xinnovation makes it easier to create Retirement Plan Reviews better plan reviews. Your high knowledge financial professionals start with your clients data directly from your data / recordkeeping systems, then XiDocs pulls in the appropriate content and data and RFP Responses automatically formats it in graphic rich client friendly format. Investment Mappings At the same time, the solution leverages the XiDocs workflow function to make sure the right people are doing the right steps at the right time to increase your service levels and accountability at the same Fund Fact Sheets time. Best of all, your core documents and content and formatting is handled in everyday tools your team already knows, Microsoft Office Word, PowerPoint and Excel. Proposals Contracts CLIENT SUCCESS FACTORS •Efficiency •Higher levels of tracking •Reduction of corporate calories Custom Solutions •Better client service •Increased accountability •Increased quality and accuracy of review KEY SOLUTION FEATURES EASY TO USE INTERFACE: •A simple, interview-based interface that guides users and/or administrators through step-by- step process to create plan reviews ADVANCED WORKFLOW: •Ensures correct data and content are pulled into plan review •Optional review/sign-off process built into plan review solution Plan Review Request Wizard Interface DOCUMENT OUTPUT RICH GRAPHICS: •Solution takes advantage of the best MS Office charting and graphing capabilities CUSTOM DELIVERY OPTIONS: •Print optimized PDF file including a print automation control file •Eco-friendly e-delivery option Xinnovation, Inc www.xinn.com 781.272.3300Copyright © 2010 Xinnovation, Inc. All Rights Reserved..

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