A 'Zero Impact' Solution

Intrinsically lightweight, secure, and flexible, SmartPlan Enterprise integrates into your user experience with virtually zero impact on your network's resources.

Web-Based Solution Integrated via Web Services
SmartPlan Enterprise can be integrated with any web-based recordkeeping system via web services (XML), and is integrated currently with SunGard Relius, Schwab RT, DST, ExpertPlan, VMS, and others. Functionality includes:

  • Upload/download of participant personal data
  • Download of plan investments data to SPE environment
  • Upload of participant choices to database

SmartPlan Enterprise is hosted by Rackspace in their Zero-Downtime Network distributed server environment, ensuring secure, fast, reliable access 24/7/365. Two-way integration with the database gives SmartPlan Enterprise the ability to deliver a custom experience, and send participant information and choices back to the database.