Financial Case Study

“The testing and training with our team is going great! Thank you for all you’ve done!”
-Danielle E., Senior Project Manager

Application Type:

Financial Proposal and Plan Generator

A Company Snapshot:

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in record keeping, administrative, and program management services, supporting over 40,000 retirement plans and over 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country.

Their Needs:

When proposing and reviewing fund investments to their clients, Ascensus pulls information from a variety of sources. They needed an application to automate the process of importing data and customizing it for presentation to their clients. They wanted an import process that would filter the fund list based on the type of client. Additionally, the source data occasionally changes, so the application needed to dynamically handle mapping of import fields to fields within the application.

The Solution:

An Excel application was developed with interfaces for browsing to and selecting import file paths, mapping fields, selecting funds, confirming the approval status of funds, and reviewing selected funds. Furthermore, the import process allows the user to enter the parameters of a client so that it will automatically import a custom list of funds available for that client.

Key Client Benefits:

Ascensus representatives save time in preparing proposals for their clients as well as be able to present the most up-to-date and accurate information on the fly.

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