According to TeamVest executives, the most noteworthy enhancement to the site, is a function that allows plan sponsors and third-party providers, such as administrators, consultants, and investment managers, to upload reports and other paperwork to the site.
According to TeamVest, users can also:
- upload company logos for co-branding plan-related products,
- assign multiple users varying levels of account access,
- select optional features such as online loan modeling, and
- use links to preferred fund research sites