Decision Support Software - Personalized Benefits Analysis (PBA) Software
BIMS has worked with the team at Decision Support Software for several years and we believe that they provide the best benefits reporting for Financial Advisors and their Federal Employee clients.
As your back office support team, BIMS offers data input services to our advisors as you are getting up to speed on the Federal program. For your first workshop, our data input specialist will run up to 20 reports for you free of charge. After that, we offer data input for purchase in bundles of 20 for $260.00. However, we strongly urge you to purchase the software and enter the information yourself. This is urged for two reasons:
- Our agreement with Decision Support is based on the advisor purchasing the software after the trial.
- Currently the software is only available as a desktop version and we are not able to customize the reports with your contact information, etc.
- If you are entering the information yourself, you have a clearer picture for your client and you will be able to make changes while meeting with your clients.
Cost to purchase the software is $549.00 for the Professional Edition, but because you are affiliated with BIMS, there is a $100.00 discount! Be sure to mention that when you are making your purchase.
You can download a free trial version at www.fedretiresoftware.com and go through the trial and online video tutorials. Once you’ve reviewed the videos, they offer FREE phone training for users of the Professional Version.
Should you have further questions about Decision Support Software, email them at [email protected]