Current News
Softext is working on the development of a mangement system for Group Plan Benefit Administration companies called GPMS which it will introduce in spring 2011.
Softext now offers custom add-ons for Winfund and other mutual fund administration systems.
Build a better customer experience
Customers expect to have access to reasonably current portfolio information via the Internet. Delivering this information via the web reduces your printing costs, client inquiries and provides a better customer experience. What's the best way do it?
We offer custom-built browser-based customer portals for our 1-Stop system and other fund-dealer back-office systems including: Winfund, CCB and Univeris. The Internet should be an important part of your customer service strategy and offers exciting opportunities for builiding retention and reducing costs.
Call us for ideas and pricing.
Financial Calculators
These interactive web site tools are designed for cutsomers to answer the most common financial questions: How much do I need to retire? How does leverage work? How much life insurance should I have. Completely customizable to integrate with any existing web site.
Check out our our financial calculators.