Innovative Software from REF 


Business Areas: 401(K) and Employee Benefits

Mutual Funds

Compliance

Portfolio Management

Data Management

 


401(k) and Employee Benefits:

    Defined Contribution,

    Defined Benefits,

    Stock Options, 

    Stock Purchase,

    Transfer Agency

 

 

 

 

Click here to download the  SIP datasheet for Employee Benefits

SIP™ Enterprise Suite  is a unique, powerful, but flexible data management solution suite, designed for the business professional, to automatically integrate or convert data from any source into any target - easily, quickly, and accurately. 

 

SIP™ De-Identifier      (NEW!)

With the advent of the Internet and in response to global governmental regulations like the Gramm-Leach-Bliley (GLB) Act for financial services and the Health Insurance Portability and Accountability Act (HIPAA) for healthcare, businesses now understand that they must secure the privacy of their client’s Non-Public Personal Information (NPPI) not just for compliance, but to earn their client’s trust, as well.   The SIP™ De-Identifier (SIP D-I) quickly and easily de-identifies your client’s data, creates business intelligent test data and ensures  NPPI confidentiality, thereby eliminating timely manual data scrubbing, speeding application testing or demonstration and ensuring privacy law compliance.

 

CashTRAC™

CashTRAC™ is a powerful software product  designed to enable 401(k) plan administrators and sponsors to process and manage portfolio information.


Mutual Funds

TradeSERV™

TradeSERV™ brings standardization to mutual fund order processing.  TradeSERV™ centralizes and automates order entry, confirmation, registration and settlement of mutual fund transactions, enabling brokers and traders to process transactions faster and easier than ever.


Compliance

SIP™ De-Identifier      (NEW!)

With the advent of the Internet and in response to global governmental regulations like the Gramm-Leach-Bliley (GLB) Act for financial services and the Health Insurance Portability and Accountability Act (HIPAA) for healthcare, businesses now understand that they must secure the privacy of their client’s NPPI not just for compliance, but to earn their client’s trust, as well.   The SIP™ De-Identifier quickly and easily de-identifies your client’s data, creates business intelligent test data and ensures Non-Public Personal Information (NPPI) confidentiality, thereby eliminating timely manual data scrubbing, speeding application testing or demonstration and ensuring privacy law compliance.


Portfolio Management

CashTRAC™
CashTRAC™ is a powerful software product designed to enable 401(k) plan administrators and sponsors to process and manage portfolio information.


Data Management

SIP™ Enterprise Suite is a unique, powerful, but flexible data management solution suite, designed for the business professional, to automatically integrate or convert data from any source into any target - easily, quickly, and accurately.

 

CenterWare™
CenterWare™ is open, quick-deployment software that enables companies to integrate multiple data sources and manage data across their heterogeneous organization.

 

SIP™ De-Identifier       (NEW!)

With the advent of the Internet and in response to global governmental regulations like the Gramm-Leach-Bliley (GLB) Act for financial services and the Health Insurance Portability and Accountability Act (HIPAA) for healthcare, businesses now understand that they must secure the privacy of their client’s NPPI not just for compliance, but to earn their client’s trust, as well.   The SIP™ De-Identifier quickly and easily de-identifies your client’s data, creates business intelligent test data and ensures Non-Public Personal Information (NPPI) confidentiality, thereby eliminating timely manual data scrubbing, speeding application testing or demonstration and ensuring privacy law compliance.

 

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