Business Details
33 Years
experience
Financial Software Solutions Experts
Support Source has been delivering specialized software solutions for the financial services industry since 1993. Our expertise spans employee benefit recordkeeping, planned giving, endowment management, and financial data conversion. With roots tracing back to the development of early 401(k) recordkeeping systems in the 1970s, our team brings decades of industry-specific experience to every project. We specialize in transforming complex financial processes into intuitive software solutions while maintaining a commitment to personalized customer support.Our client base includes major US financial institutions, asset management firms, and nonprofit organizations that rely on our systems for critical operations. Through long-term support contracts and project-based engagements, we continue to innovate while upholding the reliability that has defined our reputation for over 30 years.
Services
Endowment Sub-Accounting
Benefit Recordkeeping
Benefit Payments
Data Conversion
Tax Table Services
Custom Software Solutions
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized experience in financial software development
- Our team developed early 401(k) recordkeeping systems in the 1970s
- We provide tailored solutions for complex financial data processing needs
- Our customer support maintains a 'whatever-it-takes' service philosophy
- We serve major US financial institutions and nonprofit organizations
Services
Endowment Sub-Accounting
Our ReSource platform provides comprehensive sub-accounting solutions for endowments, planned giving, and pooled income funds. Designed specifically for nonprofit organizations and financial institutions, this system handles complex transaction tracking, tax reporting, and donor management. The software simplifies compliance with regulatory requirements while maintaining detailed financial records for long-term fund management.
Benefit Recordkeeping
ReSource RK software delivers robust recordkeeping solutions for employee benefit plans. The system manages retirement account data, contribution tracking, and compliance reporting for 401(k) and pension plans. With scalable architecture, it supports both daily and periodic processing requirements for financial institutions and third-party administrators.
Data Conversion
Our DC Pro tools facilitate seamless financial data conversion between systems. The service handles complex data mapping, format transformation, and validation for benefit plans, endowment records, and payment histories. We ensure accurate data transfer while maintaining regulatory compliance and data integrity throughout the migration process.
Benefit Payments
The BPX platform processes lump sum and pension payments with automated calculation tools. This solution manages payment schedules, tax withholdings, and distribution records for retirement and benefit programs. The system integrates with existing recordkeeping platforms to ensure accurate, timely disbursements while maintaining audit trails.
Tax Table Services
We provide updated federal, state, and Canadian provincial tax tables for benefit payment processing. These resources ensure accurate withholding calculations across jurisdictions. The service includes regular updates to maintain compliance with changing tax regulations for retirement and investment distributions.
Questions
What financial software solutions do you specialize in?
We specialize in endowment management, benefit recordkeeping, pension payment systems, and financial data conversion tools for banks, nonprofits, and investment firms.
How does your data conversion service work?
Our DC Pro tools handle complex data mapping and format transformation while maintaining regulatory compliance during financial system migrations.
Do you support nonprofit organizations?
Yes, our ReSource platform provides sub-accounting solutions for planned giving and endowment management specifically designed for nonprofit institutions.
What geographic areas do you serve?
Based in Denton, Texas, we serve clients nationwide including major financial institutions in the Dallas/Ft. Worth metroplex.
What payment processing solutions do you offer?
Our BPX platform manages pension and lump sum payments with automated calculations for tax withholdings and distribution records.
How long have you been in business?
We've been providing financial software solutions since 1993, with team members having 40+ years of industry experience.
