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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