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- May
2009
Fabasoft Folio workflow solution goes live at EPIC Advisors
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- March
2009
Online Education Specialists Hook Up With Schwab RT
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- June
2007
CPI Qualified Plan Consultants, Inc. Announces Enhancements to Participant Internet Site
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- December
2006
2006 PlanSponsor DC Survey: EPIC Receives Best in Class
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- September
2006
Envisage Allies with RolloverSystems to Offer Automated 401(k) Rollover
Solutions
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- March
2006
Envisage Joins WMSI's Rollover Solutions Network
- Wealth Management Systems Inc. forms a strategic alliance with Envisage
Information Systems LLC to provide rollover services
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- February 2006
401kLoans announces the integration of its
loan origination software with Envisage’s
Remote Data Connector technology
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- November
2005
CPI has developed one of the most powerful web tools ever delivered to the fingertips of financial consultants.
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- October
2005
EPIC Advisors, Inc. Announces New Web Offering
- Envisage Provides the Advantage with Enveritus™
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- January
2005
CPI Enhances Plan Sponsor Internet Site with Conversion Status Features
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- April
2004
Invesmart Selects Web Technology From Envisage Information Systems
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Customer Online Experience Enhanced By Leveraging Existing Plan/Participant Data
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