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Fiduciary Management Systems for Compliance and Governance

Platforms that help pension fund trustees and fiduciaries track and fulfill their legal obligations, document prudent processes, and manage conflicts of interest in accordance with fiduciary standards.
Other Compliance and Governance

Altair
By: Aquila Heywood
https://www.aquilaheywood.co.uk/solutions/altair/
A comprehensive pension administration system with modules for member management, calculations, payments, communications, and regulatory compliance. Supports defined benefit, defined contribution, and hybrid schemes with workflow management and document imaging.

Sonata
By: Bravura Solutions
https://www.bravurasolutions.com/products/sonata/
Comprehensive wealth management and fund administration platform with distribution management capabilities. Includes investor servicing, intermediary management, commission calculation, and regulatory reporting.

Callan Governance Tools
By: Callan LLC
https://www.callan.com/services/governance/
A suite of fiduciary management tools specifically designed for pension funds, including investment policy development, governance structure assessments, committee education, fiduciary process reviews, and compliance monitoring frameworks to help pension committees fulfill their fiduciary obligations.

Investment Management and Fiduciary Services
By: State Street
https://www.statestreet.com/what-we-do/investment-management/fiduciary-services.html
Offers fiduciary oversight and governance for pension funds, focusing on compliance, risk management, investment analytics, and reporting capabilities.

SSGA Fiduciary Compliance Solutions
By: State Street Global Advisors
https://www.ssga.com/us/en/individual/solutions/fiduciary-compliance/
Offers established practices for fiduciary oversight, governance frameworks, and a suite of tailored compliance services that ensure adherence to regulatory standards for pension funds.

Aon Fiduciary Management
By: Impact Forecasting (Aon)
https://www.aon.com/solutions/investment-fiduciary-management/
Delivers outsourced fiduciary management services, investment strategies, and compliance support, tailored specifically for institutional investors such as pension funds.

Clearwater Platform
By: Clearwater Analytics
https://clearwateranalytics.com/products/investment-accounting-software/
Cloud-native platform offering automated investment data aggregation, compliance monitoring, regulatory and ESG reporting, and real-time analytics for pension fund governance and fiduciary management.

SS&C Geneva
By: SS&C Technologies
https://www.ssctech.com/solutions/by-product/ss-c-geneva
Integrated investment accounting, compliance & governance tools designed for pension fund managers. Features include automated regulatory compliance, risk management, and comprehensive audit trails.

Wealth Management Platform
By: Fiserv
https://www.fiserv.com/en/solutions/wealth-management.html
Enables automated fiduciary duty management, compliance oversight, regulatory reporting, and risk analysis, specifically designed for pension funds' governance requirements.

pControl Oversight
By: Milestone Group
https://www.milestonegroup.com/solutions/oversight/
Fiduciary management, compliance monitoring, and governance automation for pension funds, supporting risk, investment mandate monitoring, and regulatory reporting.

Ortec Finance Pension Strategy
By: Ortec Finance
https://www.ortecfinance.com/en/solutions/pension-funds/enterprise-risk-management/
Supports pension funds with compliance, risk management, fiduciary oversight, reporting, and governance analytics to enhance regulatory and board-level decision-making.

Pension Fund Solution
By: CACEIS
https://www.caceis.com/our-solutions/asset-managers/pension-fund-solutions/
Delivers fiduciary management and compliance automation, regulatory and ESG reporting, and risk management services tailored for occupational pension funds.

Broadridge Investment Management Solutions
By: Broadridge Financial Solutions
https://www.broadridge.com/financial-services/asset-management/investment-management/
A portfolio management and order management system supporting multi-asset class management, modeling, order generation, compliance, and performance analytics. Features include real-time P&L, risk analytics, and regulatory reporting.