Financial Professionals and TPAs

You work hard for your clients. Make it clear for them.

Transparency Is The Key

Transparency is everything and we're here to make it clear for all parties involved. Most clients probably don’t recognize how much work you put into their plans. QPsteno gives them that detail while providing a clear, documented process for your compliance department

You're Busy, Don't Waste Time

Using our bulk upload feature, there is no need to duplicate data entry. Simply export from your CRM into one of several standard formats. Or vice versa. It couldn't be simpler.

Giving You Better Insight

QPSteno can help you spot trends in participant activity. This allows you to show your client a solution before things get out of hand.