An integrated platform for pension administration and treasury management, supporting investment tracking, asset-liability management, member record-keeping, regulatory reporting, and cash flow forecasting. Designed specifically for corporate treasury departments managing pension assets.
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
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Member Record Creation Ability to create and store individual pension participant profiles. |
Platform explicitly advertises participant record-keeping and profile management for pension plans. | |
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Data Validation Rules Enforcement of data integrity through required fields and format checks. |
Data integrity and compliance are standard claims in pension/tax software; regulatory reporting support and strict data controls are mentioned. | |
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Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
Bulk data upload referenced in integrations and onboarding documentation for plan sponsors. | |
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Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
Audit trail functionality is referenced as part of compliance and reporting features. | |
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Document Storage Capability to attach and store participant documents (IDs, forms). |
Document storage for IDs, eligibility forms, and distribution requests is highlighted in product literature. | |
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Data Encryption at Rest Participant data is encrypted on storage media. |
Data encryption at rest and in transit referenced as part of standard information security measures. | |
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Automated Duplicate Detection Automatic identification and alert for duplicate records. |
Automated alerts for duplicate records in participant loading and update flows are mentioned. | |
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Flexible Data Fields Customizable fields for additional participant data. |
Custom fields and extensible participant record schemas are advertised as part of product configurability. | |
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Self-Service Portal Participants can access and update their own information. |
Self-service portals for participants are referenced for record review and benefit estimation. | |
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Annual Statement Generation Automatically generate and distribute annual account summaries. |
Automatic generation and distribution of annual benefits statements described in the regulatory reporting section. | |
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Data Export/Import Ability to export and import participant data in multiple formats. |
Import and export in various file formats highlighted in the integration and onboarding literature. | |
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Data Retention Policy Support Implement configured rules for retention and deletion of records. |
Data retention and deletion, policy-based, is listed as an information governance feature. |
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Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
Product supports DB plans per core pension calculation engine focus. | |
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Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
Supports DC plans as well as hybrid plan types, according to product description. | |
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Projection Tools Allows users to model future benefits under various scenarios. |
Projection and modeling tools offered for plan sponsors and member self-service. | |
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Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
Early and late retirement calculation explicitly supported in product's plan rules configurator. | |
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Multiple Formula Support Handles various calculation formulas for different groups or plans. |
Multiple calculation formulas supported for multi-plan and group structures. | |
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Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
References to optional death benefits, top-ups, and annuities confirm supplementary benefit support. | |
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Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
Benefit estimator provided in participant and sponsor dashboards. | |
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Multi-Currency Calculations Performs calculations in various currencies as required. |
Not as far as we are aware.* Multi-currency capabilities not explicitly mentioned on product pages or literature. | |
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Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
Automatic triggers for recalculation upon data change described in workflow documentation. | |
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What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
What-if analysis and scenario tools available for both actuaries and sponsors. | |
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Speed of Calculation Time taken to perform a standard benefit calculation. |
No information available |
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Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
Product material emphasizes regulatory logic maintained with updates for legal changes. | |
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Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
Statutory and regulatory report generation explicitly called out. | |
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Electronic Filing Integration Ability to file reports electronically with regulators. |
References to direct e-filing for statutory forms (e.g., IRS, DOL, HMRC). | |
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Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
Integrated tax calculation and withholding engine documented in product specifications. | |
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Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
Compliance alerting is listed as part of operational risk controls. | |
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Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
Audit trails for compliance actions are included as part of auditing and controls functionality. | |
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Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
No information available | |
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Plan Document Management Stores historical and current plan documents for reference. |
Stores plan documents and historical amendments as documented in administration section. | |
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Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
Granular data access managed by user roles for compliance and privacy. | |
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Time to Generate Standard Report Typical time to run and export a regulatory report. |
No information available |
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Automated Payment Scheduling Ability to set up recurring and one-time payments. |
Automated payment scheduling documented as core disbursement feature. | |
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Direct Deposit Integration Transfers funds directly to participant bank accounts. |
Direct deposit and bank integration stated for modern disbursement methods. | |
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Check Printing Capability Generates and prints paper checks for disbursement. |
Option for check printing for users/countries requiring paper disbursement. | |
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Multi-batch Processing Handles multiple payment batches concurrently. |
Multi-batch payment and processing referenced for bulk payroll/disbursement. | |
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Payment Status Tracking Monitors payment statuses and failures. |
Real-time payment tracking included in payment module. | |
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Tax Withholding Calculations Automatic deduction and remittance of taxes. |
Supports automated tax withholding on participant disbursements. | |
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Payment Notification Emails Notifies recipients of incoming payments or issues. |
Payment notification emails sent on transaction initiation or failure. | |
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Suspense Account Handling Manages undeliverable payments & remediates issues. |
Manual and suspense account handling mentioned for undeliverable/disputed payments. | |
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Disbursement Approval Workflow Multi-level approval before releasing payments. |
Multi-level payment/workflow approval available for treasury operations. | |
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Manual Payment Override Allows authorized users to override or reissue payments. |
Manual override option cited in payment issue remediation process. | |
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Maximum Batches per Day Number of payment batches handled in a day. |
No information available |
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Custodian Integration Connects directly to asset custodian banks/platforms. |
Direct integration with custodians listed as a core investment management capability. | |
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Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
Automated NAV updates and asset prices described for daily valuation. | |
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Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
Portfolio allocation and investment modeling engine core to platform. | |
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Investment Switching Support Supports participants moving funds between investment options. |
Enables participant-directed investment switching as per product datasheet. | |
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Performance Reporting Provides detailed investment return and risk analytics. |
Performance and risk analytics part of investment dashboard. | |
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Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
Trade order routing and routing policies described for contributions and withdrawals. | |
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Real-Time Data Feeds Displays up-to-date investment valuations. |
Real-time investment valuations included in management dashboard. | |
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Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
Dividend reinvestment handled automatically for supported assets. | |
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Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
System supports multi-asset class investment portfolios. | |
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ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
No information available | |
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Max Allocation Options Supported Number of investment options the platform can handle. |
No information available |
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Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
Standard export interfaces for actuarial data described in external partner materials. | |
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Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
Built-in and configurable mortality/demographic tables for actuarial calculations. | |
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Assumption Management Tools Manage and update economic/demographic assumptions. |
Assumption management tools are described in the administrator toolkit. | |
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Internal Valuation Engine Calculates liabilities and required contributions internally. |
Internal actuarial calculations supported for regular funding and liability estimates. | |
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Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
Supports scenario stress testing for actuarial assumptions. | |
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Funding Ratio Calculation Calculates and displays funded status of the plan. |
Displays funding ratio/status for plans in sponsor dashboard. | |
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Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
No information available | |
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GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
Supports GASB, IFRS, and US GAAP as per regulatory reporting documentation. | |
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Valuation History Storage Archive of historical valuations and assumptions. |
Archive of historical valuations referenced in plan audit materials. | |
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Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
No information available |
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Custom Workflow Designer Visual or logic-based workflows for business processes. |
Visual, configurable workflow tools highlighted in product demos. | |
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Case Tracking Assign, track, and escalate participant cases or requests. |
Participant request and case tracking systems supported. | |
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Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
Real-time workflow alerts and reminders provided in sponsor and admin UIs. | |
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SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
SLA tracking implemented within workflow/case management module. | |
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Document Workflow Integrates document approval, review, and archival. |
Document workflow and approval integrated with participant and sponsor operations. | |
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Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
Automated task assignment and routing rules documented in case management. | |
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Role-Based Access Control Workflow and tasks access restricted by user roles. |
Role-based access enforced across workflow and data actions. | |
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Process Analytics Metrics and analytics on workflow efficiency and processing times. |
Workflow analytics, dashboards, and performance metrics available in management UI. | |
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Parallel & Sequential Processes Supports multiple process routing methods. |
Workflow supports both sequential and parallel case/process routing. | |
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Average Case Resolution Time Mean time to handle a standard participant case. |
No information available |
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Multi-factor Authentication Requires an additional verification step for user login. |
Multi-factor authentication required for all user/admin logins. | |
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Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
Supports common SSO protocols (SAML, OIDC) and lists Okta, Azure compatibility. | |
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Granular Permission Management Highly specific permissions for user roles and groups. |
Granular permission settings at feature and data level referenced in admin docs. | |
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Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
Comprehensive action and data audit logging for all system activities. | |
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Data Encryption in Transit Encrypts all data exchanged with the system. |
TLS encryption standard, all data transfers protected in transit. | |
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Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
No information available | |
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Field-level Security Can mask or hide sensitive personal information. |
Supports field-level data masking for PII and sensitive participant data. | |
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Automated Session Timeout Sessions end automatically after a period of inactivity. |
Session timeout policies configurable in admin/security settings. | |
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IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
No information available | |
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Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
SOC 2 and ISO 27001 certifications claimed in security whitepaper. | |
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Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
Password policy enforcement (complexity, rotation) enforced for all users. |
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API Availability Supports REST/SOAP APIs for real-time system interaction. |
APIs available for integration, real-time interactions outlined on product integrations page. | |
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Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
Supports all standard file/data interchange formats used in pension industry. | |
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Payroll System Integration Imports salary/contribution data from payroll systems. |
Payroll system integration supported for contribution and salary feeds. | |
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Active Directory Integration Synchronizes users and groups with directory services. |
Active Directory and directory sync part of user identity provisioning. | |
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HRIS Integration Interacts with human resources information systems. |
HRIS integration supported per product and API documentation. | |
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Batch File Processing Handles scheduled upload/download of files. |
Batch file processing configurable for automated scheduled jobs. | |
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Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
Webhook and event publishing featured for custom workflow automations. | |
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Bank Integration Direct integration for fund transfer and confirmation. |
Bank integration (for funds transfer, confirmations) supported as part of payouts. | |
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Legacy System Data Migration Assisted migration and validation of historical records. |
Legacy data migration services offered as part of client onboarding. | |
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Number of Supported Integrations Total unique, supported integration endpoints. |
No information available |
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Custom Report Builder Users can build custom reports from system data. |
Custom report building directly available in admin dashboards. | |
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Interactive Dashboards Visual, interactive dashboards with drilldowns. |
Interactive dashboarding with filtering and drill-down available. | |
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Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
Trend analysis and data analytics for funding and participation rates included. | |
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Scheduled Report Distribution Automatic report distribution to stakeholders. |
Scheduled/recurring distribution of reports supported. | |
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KPI Tracking Automated calculation and monitoring of key performance indicators. |
KPIs calculated and monitored across administration dashboard. | |
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Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
Predictive analytics noted as part of cash flow and risk forecasting tools. | |
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Data Visualization Tools Charts, graphs, and other visualization formats. |
Data visualization and export tools supported for all standard reports. | |
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Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
Interfaces for export to BI tools (Power BI, Tableau) offered. | |
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Time to Generate Dashboard Average time to build and load a dashboard. |
No information available |
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Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
Responsive design claimed and displayed on product demo site. | |
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Contextual Help Help or tooltips provided throughout the UI. |
In-app contextual help and prompts demonstrated. | |
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Multi-language Support System can operate in multiple user-selectable languages. |
Multi-language user interface claimed in international section. | |
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Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
No information available | |
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User Training Resources Access to guides, videos, and documentation. |
Training materials and product documentation available through support center. | |
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Service Desk Integration Integrated or linked to IT support ticketing systems. |
No information available | |
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Knowledge Base Online, searchable repository of FAQs and solutions. |
Online searchable knowledge base cited on support portal. | |
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In-app Guidance Step-by-step walk-throughs for processes. |
In-app guided walkthroughs for new users available. | |
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System Uptime SLA Guaranteed system availability. |
No information available | |
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Average Response Time for Support Time to first response from support for user queries. |
No information available |
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