I am delighted that we use RMC Services to help us manage our portfolio. The product works very well, and I’ve been impressed with its evolution and feature development. The RMC team is wonderful – very responsive and flexible. They have worked tirelessly with us to make sure that we’re getting as much out of the system as we can and that it works well for our portfolio and situation. We evaluated many different companies when looking for a solution, and I am very happy that we chose RMC!

All-inclusive software from A to Z for overseeing plan assets. User-friendly and efficient - combines CRM, reporting, analytics and more into one platform. The team is highly responsive with a deep knowledge of plan sponsor needs. PRISM is easily accessible and facilitates my everyday tasks. The data and document management modules outperform others I have seen and offer straightforward organization and retrieval. Additionally, the operational aspects, including reporting and the compliance dashboards simplify the mundane tasks associated with plan management and aid with the audit.