Documents are the foundation for how financial services firms communicate with clients. And nowhere is this more evident than with a Retirement Plan Review. The importance of Plan Reviews cannot be understated, but because of the effort required, many firms only invest to produce the documents on an annual basis, or a quarterly basis for their best clients.

Xinnovation’s Retirement Plan Review Solution is here to help. We dramatically reduce the time and effort it takes to make these documents.

Xinnovation changed the paradigm for the Retirement Plan Review creation process. We brought the entire process to the web. We provide a single environment for all parties involved, whether it is investment professionals, management, compliance officials, or marketing representatives. Everybody looks at the same information and accesses the same version of documents, and all collaboration is done in this single environment.

Our solution also seamlessly integrates data from your disparate sources, along with recent material that your marketing group has distributed. If your marketing group has an important data update to make, the marketing associate makes the change directly in the web environment, compliance approves it in the environment, and the change is reflected in all documents that are in process.  Gone are the days where your associates are emailing back and forth different version of documents.  There is only one source for documents, and that’s XiDocs. It’s that easy and the solution will save an enormous amount of time for your firm.

Below are some additional examples of the dynamic output that this solution can create.