ftwilliam.com Distribution Tracking Software – Overview of Recent Enhancements
Date: 2019-08-21 01:00:00
Duration: 1 Hour
Speakers: Holly Roussel-Godfrey, Technical Product Owner, ftwilliam.com
Have you heard? Our Distribution Tracking Software (DTS) continues to improve in functionality and integration! With the end of the year approaching, now is the time to take advantage of all of the efficiencies DTS has to offer. In this webinar we will demonstrate key new features including integration with our 1099 and Compliance Modules for streamlined 1099 Form preparation and force-out campaigns, plan terminations and RMDs, new loan tracking features, integration with rollover partners and so much more!
ftwilliam.com’s ftwProposal Pro Software Demonstration
Date: 2019-08-27 01:00:00
Duration: 30 Minutes
Speakers: Andy Schommer, Product Support Consultant, ftwilliam.com
Join ftwilliam.com for a walk-through of ftwProposal Pro. This innovative and easy to use proposal solution is designed to help you present your clients with the best possible plan options. In this 30-minute demonstration, you will see the integration with our Plan Documents and Compliance modules, how to create proposals for prospective and current clients, create two to five separate proposals simultaneously with pie charts and so much more! You will not want to miss all that this powerful tool has to offer.