FIS Retirement Planning and Administration from FIS Global

Comprehensive retirement plan management, plan design, participant communication tools, compliance monitoring, investment analytics, and integration with digital advice platforms.

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Product analysis by function

Retirement Planning Systems for Financial Planning

Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
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Client Data Management
(0 Yes /0 Known /10 Possible features)

Retirement Scenario Modeling
(0 Yes /0 Known /10 Possible features)

Savings and Contribution Planning
(0 Yes /0 Known /10 Possible features)

Retirement Income Planning
(0 Yes /0 Known /10 Possible features)

Social Security Optimization
(0 Yes /0 Known /10 Possible features)

Tax Planning and Analysis
(0 Yes /0 Known /10 Possible features)

Integration and Data Connectivity
(0 Yes /0 Known /10 Possible features)

Reporting and Presentation
(0 Yes /0 Known /10 Possible features)

User and Advisor Experience
(0 Yes /0 Known /10 Possible features)

Compliance and Security
(0 Yes /0 Known /10 Possible features)

Product Support and Updates
(0 Yes /0 Known /10 Possible features)

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Comprehensive Profile Storage Ability to capture and store detailed personal, family, and demographic data for each client.		No information available
Document Management Upload and link client documents for reference and compliance (e.g., tax returns, Social Security statements).		No information available
Customizable Data Fields Option to configure and add new fields as needed by the advisor.		No information available
Data Import Capabilities Support for bulk or API-driven import of client data from CRMs or custodians.		No information available
Multi-Client/Household Support Ability to manage planning for couples or extended households.		No information available
Access Controls Granular user permission management for client confidentiality.		No information available
Audit Trails Track and log changes to client data for compliance.		No information available
Data Encryption Secure encryption for data at rest and in transit.		No information available
Data Backup Frequency How often the client data is backed up.		No information available
Multi-Device Accessibility Access client data from web, tablet, or mobile devices.		No information available

Goal-Based Planning Set and track retirement lifestyle goals.		No information available
Monte Carlo Analysis Probability-based simulations for potential retirement outcomes.		No information available
Multiple Scenario Comparison Contrast different saving, spending, and retirement age combinations.		No information available
Sensitivity Analysis Test plan sensitivity to variables such as inflation or market returns.		No information available
What-If Calculators Interactive tools for instant scenario changes (e.g., early retirement).		No information available
Retirement Age Flexibility Ability to set and model single or phased retirement ages.		No information available
Deferred and Partial Retirement Support Model phased retirements, encore careers, and bridge jobs.		No information available
Tax Rate Assumption Flexibility Customizable current and future tax rates assumptions.		No information available
Outcome Probability Reporting Reporting on the probability of plan success based on simulation.		No information available
Scenario Save and Archive Save and revisit previous scenario analyses.		No information available

Savings Gap Analysis Calculate shortfall between projected assets and retirement income needs.		No information available
Optimal Savings Rate Calculator Automatically compute required savings rates to hit client goals.		No information available
Contribution Scheduling Model custom schedules for 401(k), IRA, HSA, or other retirement account contributions.		No information available
Employer Match Modeling Calculate matching contributions and impacts on plan health.		No information available
Catch-Up Contributions Handling Support for modeling age-based increased contribution limits.		No information available
Multi-Account Projections Project outcomes using multiple account types and sources.		No information available
Automatic Inflation Adjustments Apply inflation assumptions to future savings estimates.		No information available
Custom Retirement Accounts Add and configure non-standard or custom account types.		No information available
External Account Integration Ingest current balances and transactions from custodians or aggregators.		No information available
Contribution Limit Warnings Automatic alerts if projected contributions exceed legal annual limits.		No information available

Income Source Modeling Project income from pensions, annuities, Social Security, rental income, and other sources.		No information available
Withdrawal Strategy Simulation Model various withdrawal strategies (e.g., 4% rule, bucket, dynamic withdrawals).		No information available
Required Minimum Distribution (RMD) Calculation Automate RMD forecasts for tax-deferred accounts.		No information available
Tax-Efficient Drawdown Sequencing Model optimal order of account drawdowns to minimize taxes.		No information available
Longevity Modeling Account for client-specific longevity projections and risks.		No information available
Expense Tracking and Projections Forecast and categorize retirement living expenses.		No information available
Spending Shock Events Model possible one-time expenses (e.g., healthcare events, home purchase).		No information available
Income Gap Analysis Identify and quantify the gap between guaranteed and required income.		No information available
Multi-Year Cash Flow Reporting Report cash flows year-by-year over the retirement period.		No information available
Custom Inflation Assumptions Allow separate inflation rates for different expense categories.		No information available

Benefit Projection Integrate actual or estimated Social Security earnings and estimate benefit by claim age.		No information available
Filing Strategies Support analysis of claiming strategies (early, FRA, delayed, spousal, survivor).		No information available
Taxation of Benefits Account for federal and state taxation of Social Security income.		No information available
Break-Even Analysis Calculate break-even ages for filing at different times.		No information available
Restricted Application Modeling Analyze effect of restricted application for eligible clients.		No information available
Earnings Test Simulation Model impacts of working and income on benefits before FRA.		No information available
Survivor & Divorcee Benefits Handle special cases for survivors and ex-spouses.		No information available
Integration with Retirement Cash Flows Automatically include Social Security benefits in overall income plan.		No information available
Annual Statement Import Import official Social Security statement data (e.g., .xml or PDF parsing).		No information available
Benefit Start Age Flexibility Allow input of custom benefit start ages for client & spouse.		No information available

Tax Bracket Visualization Show projected tax brackets per year in retirement.		No information available
Marginal Effective Tax Rate Calculation Display impact of withdrawals or conversions on total tax liability.		No information available
Roth Conversion Analysis Simulate Roth conversions and quantify long-term effects.		No information available
Capital Gains Realization Modeling Include planning for taxable investments and capital gains events.		No information available
State-Specific Tax Rules Customize tax projections to client’s state of residence.		No information available
Medicare IRMAA Simulation Estimate Medicare premium surcharges due to income spikes.		No information available
Deductions and Credits Support for common deductions/credits affecting retirees (age 65+, medical deduction, etc.).		No information available
Estate and Inheritance Tax Calculation Model potential estate/inheritance taxes and gifting strategies.		No information available
Year-End Tax Summaries Generate annual tax summary reports for clients.		No information available
Tax Law Update Frequency How often the system updates modeling for new tax laws.		No information available

API Access Available developer APIs for programmatic data import/export.		No information available
Account Aggregation Support Automatic syncing of external bank, investment, and retirement accounts.		No information available
Custodian/CRM Integration Integrate with major custodians and CRM platforms.		No information available
Real-Time Data Feeds Support for live prices and position updates.		No information available
File Import/Export Options Support for CSV, Excel, Open Financial Exchange (OFX), and PDF files.		No information available
Two-Factor Authentication Support Secure login and integrations to protect data flows.		No information available
Single Sign-On (SSO) Seamless login across platforms with corporate SSO.		No information available
Integration with Planning Tools Connect to proposal, risk profiling, or document signing tools.		No information available
Update/Sync Frequency How often external data updates (e.g., balances, transactions).		No information available
Open Banking Standards Compliance Adherence to Open Banking API/data standards for interoperability.		No information available

Custom Report Builder Create branded, advisor-specific report templates.		No information available
Scenario Comparisons Visualize and explain different retirement strategies side by side.		No information available
Export Formats Export reports in PDF, web, and Excel formats.		No information available
White-Labeling Offer branding options for advisory firms.		No information available
Presentation Mode Advisor-friendly client presentation and guided walkthrough tools.		No information available
Client Portal Access Enable clients to securely review reports and scenarios on demand.		No information available
Interactive Dashboards Live dashboards for ongoing engagement and feedback.		No information available
Language Localization Reports and interface available in multiple languages.		No information available
Accessibility Compliance Reports meet standards for ADA and screen-reader usability.		No information available
Automated Distribution Scheduling Auto-send reports to clients or advisors at set intervals.		No information available

Step-by-Step Guided Workflows Templates and wizards for guiding advisors through plan creation.		No information available
In-App Help and Tutorials Context-sensitive help, guides, and support documentation.		No information available
Bulk Plan Creation/Update Ability to update assumptions/scenarios for multiple clients at once.		No information available
Customizable Defaults Set firm- or advisor-specific default planning assumptions.		No information available
Keyboard Accessibility Efficient navigation and data entry for power users.		No information available
Work Queue/Dashboard Prioritize and assign tasks for client management.		No information available
Advisor Collaboration Features Support for team notes, comments, and shared client planning.		No information available
Mobile App Availability Native or responsive mobile app for planning on the go.		No information available
Performance Speed Average time to run/report a complex scenario.		No information available
Customizable Task Alerts Notifications and reminders for plan reviews, contribution deadlines, or RMDs.		No information available

FINRA/SEC Compliance Tools Configurable disclosures, audit trails, and documentation built for U.S. regulation.		No information available
GDPR/Global Data Compliance Adapts to international data privacy regulations.		No information available
Multi-Factor Authentication (MFA) Requires MFA for access by advisors and clients.		No information available
Penetration Testing Frequency Frequency of system security audits and penetration testing.		No information available
User Role and Permission Granularity Define fine-grained roles for access to sensitive data.		No information available
Data Encryption Level Encryption standard used for all client data.		No information available
Audit Logging Comprehensive logging of all user actions for oversight.		No information available
Automated Compliance Alerts Receive alerts for out-of-policy actions or missing documents.		No information available
Consent Management Track client and user consent for required data uses.		No information available
Secure Document Delivery Send retirement reports and data via encrypted channels only.		No information available

Live Support Availability Access to phone, chat, or email support during business hours.		No information available
24/7 Emergency Support Round-the-clock support for critical issues.		No information available
Implementation/Onboarding Assistance Vendor-provided hands-on help during onboarding.		No information available
Scheduled Training Sessions Availability of recurring live or recorded product training.		No information available
User Community / Forums User-driven discussion groups and advisor knowledge sharing.		No information available
Knowledge Base Depth Breadth of searchable documentation and FAQs.		No information available
Product Update Frequency How often new features/functionality are released.		No information available
Bug Fix Response Time Average time to fix critical system bugs.		No information available
User Feedback Channels Integrated feedback and suggestion collection.		No information available
Service Level Agreement (SLA) Vendor guarantees for uptime and support response.		No information available

FIS Retirement Planning and Administration from FIS Global

Product analysis by function

Retirement Planning Systems for Financial Planning

Client Data Management (0 Yes /0 Known /10 Possible features)

Retirement Scenario Modeling (0 Yes /0 Known /10 Possible features)

Savings and Contribution Planning (0 Yes /0 Known /10 Possible features)

Retirement Income Planning (0 Yes /0 Known /10 Possible features)

Social Security Optimization (0 Yes /0 Known /10 Possible features)

Tax Planning and Analysis (0 Yes /0 Known /10 Possible features)

Integration and Data Connectivity (0 Yes /0 Known /10 Possible features)

Reporting and Presentation (0 Yes /0 Known /10 Possible features)

User and Advisor Experience (0 Yes /0 Known /10 Possible features)

Compliance and Security (0 Yes /0 Known /10 Possible features)

Product Support and Updates (0 Yes /0 Known /10 Possible features)