Welcome!  We’re HAPPY you’re here.

TPA Navigator – Practice Management Solution for Pension Third-Party Administrators

Brand Friendly

Promote YOUR brand, not ours!  Your brand identity is prominent throughout the application.  Unique URL with your website; Favicon and brand identity show on the browser tab.  Your customers will know they are connecting with you.

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Secure 100% Cloud-based

No server maintenance.  No individual PC installations.  Browser-based application delivered directly to your web-enabled device 24/7.  Built on the Microsoft Azure backbone with Azure Active Directory.

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“All Features Included” Model

No a la carte pricing here! Just a full-featured application delivered at a reasonable price.  Use what you like. Implement features as they make sense. Turn-off features you don’t need. It’s your program.  Customize at will!

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Tell us how TPA Navigator can SIMPLIFY your work life

We look forward to connecting with you very soon!

    Custom Branding to YOUR BrandClient / Plan / Advisor IntegrationCustom ReportingWorkflow Builder & ManagementPlan Document Project TrackingTask / Ticket ManagementClient PortalAdvisor PortalInformation Gathering Management & TrackingSecure Client FoldersActivity Logging (Communications, Email History, Open & Closed Tickets)Mass Email & Notice ModuleMass Edit ModuleSystem Defaults Customization