Our Products:  Business Solutions For Better Business Life

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PS.DCT  

The Data Conversion Tool (PS.DCT) automates the conversion and load of employer, plan, plan year, employee data between retirement administration systems.

PS.CT  

The ClientTracking application, PS.CT, manages client and plan administration workflow and status data in a central database with user functions tied to administration processes to facilitate plan status review and update.  PS.CT is a multi-user application where user login is required to access application functions and user entitlements tailor function access at the user level.

PS.CRT   NEW!   The Contact Relations Track application, PS.CRT, manages Company, Person, and Prospect contacts information and status in a central database.  PS.CRT provides independent data views of not just Company, Person, and Prospects, but associated ancillary address, online, voice/text, notes and events information.  By default, these views display all data but with a single click, the views are synchronized to the respective Company, Person, or Prospect for a focused view.  Click to download the PS.CRT Overview. 
PS.ACV   NEW!   The Access/Control/Verification add-in, PS.ACV, manages licensing, user login, and user entitlements for your application.  License registration, recovery, and verification provide the first layer of ACV.  User login provides the second layer of ACV along with confirming back to the licensed number of users that a user session is available.  The third layer of ACV is provided by a full-featured User Management Console where entitlements to specific application functions are granted as well as the addition and removal of users.
PS.WA   The Workflow Automate application, PS.WA, replaces manual workflow processes (e.g., Census data extract to admin system, new client setup, Form 5500 export from admin system to client) with an automated process that monitors workflow, data, and file status, then performs actions across all plans based on status conditions.
PS.Backup   PS.Backup takes a snapshot of recently modified or created files on local, network, removable, and cloud drives and saves them as a compressed file to a designated removable, local, network, or cloud location.

Network and cloud backup utilities provide full system backup on an established schedule, typically daily or weekly.  These backups are large files and stored remotely making them inaccessible by the user without IT support, an internet connection, and complicated retrieval steps.

PS.Backup works on demand, only saves work you have created or edited recently (defaults to today) and saves to a location you designate.  Along with saving work on a regular basis, run PS.Backup to capture a snapshot of all work performed.  Unlike full system backup utilities, if during the work day you should lose your work or need to restore to an earlier version, PS.Backup files can be accessed to recover work at the desired point in time.
PS.Spider   PS.Spider synchronizes folders and files in two locations, laptops, network drives, cloud drives.  Unique to PS.Spider is that it determines files/folders that are only in one location as well as files that exist on both but have a different modified date or size.  The update only impacts these files and not identical files/folders greatly decreasing the synchronization time.  PS.Spider has two modes:  Image in which the Destination is updated to match the Source; Merge in which files/folders only on the Source/Destination are copied to the Destination/Source so no data is lost.
PS.Vault   PS.Vault takes 'password management' to a new level, adding encrypted storage of security Q&A, associated IDs and account information, and location (both physical and electronic) for each Vault "Item", organized by type.  Sensitive content is masked with the option to show, and can be copied to the clipboard with a single click then pasted in the internet or application login without revealing the contents.  Vault Items can be quickly located by partial name (both starts with and contains logic) and listed in 'last accessed' or name order.
 

PS.KeepTime

 

PS.KeepTime tracks time spent on work tasks with an easy to use interface that dramatically reduces the time spent maintaining timesheet records. 

 

Personal timekeeping has traditionally been tedious and frustrating to staff often resulting in last minute reconstruction from memory of activities over multiple reporting periods.  This leads to an increased potential for inaccurate accounting that affects billing, project management, and resource allocation.

 

PS.KeepTime removes the obstacles to accurate timekeeping by providing a "less is more" dashboard interface where changing tasks is a few clicks away.  The integrated Work Log allows users to document activities and make notes to further document work performed.