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.

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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!

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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.

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Distribution Tracking Software

ftwilliam.com’s Distribution Tracking Software (DTS) automates all tasks associated with processing distributions. You and your clients will know exactly where the distribution is in process every step of the way, saving you time and increasing your efficiency and accuracy.

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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.

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