Transform Your EBP Practice in 30 Days
Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits. If those challenges sound familiar, OnPoint EBP is the comprehensive end-to-end technology solution your firm needs.
We discuss key aspects of OnPoint EBP, including:
- Unique plan profile that identifies appropriate areas of focus and nuances unique to the plan
- Guided risk assessment that starts with risks common to a typical plan but is easily modifiable based on unique plan factors
- Integrated client collaboration tools that initiate requests directly from within the engagement file
- Standardized account import template that automatically generates draft financial statements
- Ways firms are getting started today with OnPoint EBP
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