Transform your TPA business

with a sleek all-in-one digital TPA solution.

Meet the P4 Digital TPA — the simple, smart solution that saves you time, eliminates paperwork, and keeps you in control.

P4 is a business solutions which helps your TPA business run efficiently, effectively, and profitably.  Much more than a CRM tool. 

Modernize your retirement plan management with our all-in-one fintech platform.

  • All six modules work seamlessly together to improve your workflow.

  • Rest easy knowing your data and operations are secure and meet regulatory requirements.

  • Digitize manual processes and focus more on what matters—serving your clients.

WATCH

Take a closer look at all the features.

  • Sales CRM

    Log opportunities, automate follow ups, and convert to clients faster.

    - Online Signup

    - Opportunity CRM

    - Follow-Up Tracking

    - Sales Tasks

    - Sales Tools

  • Compliance

    Stay Compliant: Automatically generate compliance reports and Form 5500 tax filings. 

    - Import Data

    - Run Compliance

    - Form 5500 Tax Filings

  • Client Request Management

    Track, Resolve, & Respond: Enhance client satisfaction with clear visibility on outstanding tasks.

    - CRM Database

    - Interaction Logging

    - Blast Email

    - Billing

  • Workflow Management

    Coordinate tasks and assign actionable work to your team with our workflow tool.

    - Service Tracking

    - Amendments

    - Loans & Distributions

    - Annual Plan Admin

    - Payroll Integration

    - Time Accounting

  • Business Reporting

    Get real-time reporting to gain insights into sales results and operational performance. 

    - Reports Respository

    - Performance & KPIs

  • Secure Data Exchange

    Securely exchange sensitive employee and employer data and store documents.

    - Data Collection

    - Secure File Transfer

    - Invoice Payments