Northeast Professional Planning Group To Rollout ClientSpace

Northeast Professional Planning Group (NPPG) is a full-service employee benefits, retirement planning and actuarial consulting firm. NPPG has selected ClientSpace as their Enterprise CRM system to manage client operations and communications for their primary lines of business. The system is schedule for rollout in May 2012.

 

“I used ClientSpace for over a year during my tenure at a local PEO and was impressed with the capabilities of the system and the team of professionals at NetWise,” says Sam Christopher, Executive Vice President at NPPG. “Much of the system functionality that is designed for the PEO industry is relevant to our business. The impressive workflow and data form configuration capabilities and embedded document management that is present in ClientSpace make it a great fit for our needs. We look forward to leveraging the full strength of the system to help manage the growth we are expecting.”

 

“We have a strong presence in the PEO industry but our business plan calls for us to expand into parallel industries in the coming years,” says Randy Wadle, CEO of NetWise Technology. “This opportunity with NPPG gives us the ability to use a lot of the core functionality and strength built into the PEO system but also demonstrate the flexibility that makes ClientSpace unique. NPPG has an exciting business model and our team is ready to make this project our next success story.”

 

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market professional service firms.

 

NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 orinfo@netwisetech.com. http://www.netwisetech.com/.

 

About Northeast Professional Planning Group, Inc.

Northeast Professional Planning Group, LLC (NPPG) is a full-service employee benefits, retirement planning and actuarial consulting firm. NPPG designs, implements and manages comprehensive employee benefit and retirement plans for over 1500 clients nationwide administering over $2 billion in pension assets. NPPG’s diverse clientele ranges from School Boards and Governmental Agencies to members of the New York Stock Exchange to small entrepreneurial businesses.

For further information, please contact Sam Christopher at Northeast Professional Planning Group, Inc. (732) 758-1577 x280, email schristopher@northeastprofessional.com or visit us online at www.northeastprofessional.com.

 

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *