GUIDED PAPERWORK SOLUTION

Eliminate friction, ease traditional pain points, and improve the client experience.

GPS automates and digitizes the process of onboarding a new account and submitting a service request for existing accounts.

Today, the paperwork process is often tedious, manual, and error-prone. Clients and advisers must obtain completed paperwork, sign the documents, and email the completed package back to TPFG. It can be disruptive to both advisors and clients. Our GPS solution will “TurboTax” that entire process, allowing advisers and clients to answer basic questions online and then all requisite paperwork will be automatically completed, digitally signed (where allowed), and automatically submitted to TPFG for processing upon completion.

<h2 data-section-id="9" data-box-id="1" data-box-type="title">Delight the customer, from day one.</h2>

Delight the customer, from day one.

It's Time to Reimagine the New Client Experience.

Adaptive Digital Interview

Adaptive Digital Interview

Clients will only be asked questions relevant to their specific application.

Smart Form Fields

Smart Form Fields

Field validations are in place throughout the digital application to ensure accuracy.

Application Dashboard

Application Dashboard

View your in-progress applications in a centralized dashboard.

Single Signing Package

Single Signing Package

All TPFG and Custodian forms contained in one package.

Digital Signature Option

Digital Signature Option

Use eSignature or print, sign and upload documents

Highly Secure Platform

Highly Secure Platform

Information management security framework to safeguard your most valuable asset, your data.

Available Account Types

  • Schwab PCRA
  • Fidelity BrokerageLink
  • Security Benefit - Core Retirement Optimization (CRO) and Variable Annuity Optimization (VAO)

What's Behind GPS Security?

Within GPS, we have built an Information Security Management Framework that helps ensure you are confident your data is safe and protected against malicious attack. We have built security to safeguard your most valuable asset, your data.

We continually assess risk and improve security by upholding the confidentiality, integrity, and availability triad of the service. We regularly review and update information security policies, carry out internal information security training, perform application and network security testing, monitor compliance with information security policies, and conduct internal and external risk assessment.

Security Features

Advisers and clients can access, complete, sign and submit completed new account and service request forms directly to TPFG via custom portal. GPS services confidently, 24 x 7, on an efficient and compliant digital platform:

Supported Multi-Factor Authentication (MFA) ID Verification Methods

MFA adds an additional layer of security against account-compromised attacks, making it significantly more difficult for data to be accessed by criminals:

  • Email
  • SMS (text)
  • KBA (Knowledge Based Authentication

Data Encryption

Encryption serves as the last and strongest line of defense of our security strategy. We use encryption to safeguard your data and help you maintain control over it:

  • TLS with up to AES-256 encryption in transit
  • Data at rest is protected by using FIPS140-2 standards compliant encryption

Solution Platforms are:

  • SOC1 and SOC2 Compliant
  • ISO/IEC 27001 Certified

GPS Resource Center

GPS User Guide - New Account Opening

GPS User Guide - New Account Opening

Detailed instructions to guide you through the NEW account opening process

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<p class="">GPS User Guide -<p class="">Service Requests

GPS User Guide -

Service Requests

A detailed instruction guide to help you process service requests on EXISTING accounts

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<p class="">DocuSign Print &#38; Sign<p class="">Instructions

DocuSign Print & Sign

Instructions

When an electronic signature is not accepted, use the Print & Sign feature to obtain a wet signature

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GPS Capabilities Overview&#160;

GPS Capabilities Overview 

A concise overview of GPS features, functionality, and security and data protection

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<p class="">DocuSign Download<p class="">Instructions

DocuSign Download

Instructions

When you need to download documents prior to the completion of a DocuSign envelope

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Sales Consultants Ready to Help

Sales Consultants Ready to Help

Our team is ready to answer your questions and get you ramped up quickly with GPS

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<br/><h2 data-section-id="9" data-box-id="1" data-box-type="title">Fast. Friendly. Obstacle Free.</h2><br/>


Fast. Friendly. Obstacle Free.


A step-by-step guide to submitting service requests in GPS.

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