ftwPortal Pro

ftwPortal Pro allows you to easily and securely send messages and files back‐and‐forth to your clients and e-sign documents helping streamline your retirement plan administration operations. ftwPortalPro is seamlessly integrated with the ftwilliam.com suite of Plan Document, Government Forms and Compliance Testing and Reporting modules.

Learn More

ftwProposal Pro

ftwProposal Pro is an innovative 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!

Learn More

ftwLink

The ftwLink web service captures and transmits your data via our secure tool to provide real-time form and document generation. With ftwLink, you can interface with your 5500 Forms and Plan Documents, allowing you to add, edit, and extract data in the ftwilliam.com software.

Learn More

Find Your Sales Rep

Interested in finding out more? Our sales team is ready to answer any questions you may have or schedule a demonstration of our software. Use our interactive map to find your ftwilliam.com sales consultant.

Find your sales rep now