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Atlas from Capita
A comprehensive pension administration platform with treasury and investment management capabilities. Features include member record-keeping, benefit calculations, payments, employer portals, investment allocation, cash flow modeling, and regulatory reporting.
Product analysis by function
Pension Administration Systems for Pension and Investment Management
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
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Participant Data Management
(0 Yes /0 Known /12 Possible features)
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Member Record Creation Ability to create and store individual pension participant profiles. |
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Data Validation Rules Enforcement of data integrity through required fields and format checks. |
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Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
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Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
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Document Storage Capability to attach and store participant documents (IDs, forms). |
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Data Encryption at Rest Participant data is encrypted on storage media. |
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Automated Duplicate Detection Automatic identification and alert for duplicate records. |
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Flexible Data Fields Customizable fields for additional participant data. |
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Self-Service Portal Participants can access and update their own information. |
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Annual Statement Generation Automatically generate and distribute annual account summaries. |
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Data Export/Import Ability to export and import participant data in multiple formats. |
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Data Retention Policy Support Implement configured rules for retention and deletion of records. |
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Benefit Calculation & Modeling
(0 Yes /0 Known /11 Possible features)
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Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
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Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
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Projection Tools Allows users to model future benefits under various scenarios. |
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Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
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Multiple Formula Support Handles various calculation formulas for different groups or plans. |
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Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
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Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
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Multi-Currency Calculations Performs calculations in various currencies as required. |
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Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
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What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
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Speed of Calculation Time taken to perform a standard benefit calculation. |
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Regulatory Compliance & Reporting
(0 Yes /0 Known /10 Possible features)
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Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
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Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
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Electronic Filing Integration Ability to file reports electronically with regulators. |
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Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
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Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
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Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
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Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
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Plan Document Management Stores historical and current plan documents for reference. |
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Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
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Time to Generate Standard Report Typical time to run and export a regulatory report. |
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Payments & Disbursements
(0 Yes /0 Known /11 Possible features)
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Automated Payment Scheduling Ability to set up recurring and one-time payments. |
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Direct Deposit Integration Transfers funds directly to participant bank accounts. |
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Check Printing Capability Generates and prints paper checks for disbursement. |
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Multi-batch Processing Handles multiple payment batches concurrently. |
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Payment Status Tracking Monitors payment statuses and failures. |
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Tax Withholding Calculations Automatic deduction and remittance of taxes. |
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Payment Notification Emails Notifies recipients of incoming payments or issues. |
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Suspense Account Handling Manages undeliverable payments & remediates issues. |
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Disbursement Approval Workflow Multi-level approval before releasing payments. |
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Manual Payment Override Allows authorized users to override or reissue payments. |
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Maximum Batches per Day Number of payment batches handled in a day. |
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Investment Management Integration
(0 Yes /0 Known /11 Possible features)
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Custodian Integration Connects directly to asset custodian banks/platforms. |
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Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
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Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
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Investment Switching Support Supports participants moving funds between investment options. |
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Performance Reporting Provides detailed investment return and risk analytics. |
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Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
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Real-Time Data Feeds Displays up-to-date investment valuations. |
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Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
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Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
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ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
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Max Allocation Options Supported Number of investment options the platform can handle. |
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Actuarial Integration & Valuation
(0 Yes /0 Known /10 Possible features)
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Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
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Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
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Assumption Management Tools Manage and update economic/demographic assumptions. |
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Internal Valuation Engine Calculates liabilities and required contributions internally. |
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Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
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Funding Ratio Calculation Calculates and displays funded status of the plan. |
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Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
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GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
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Valuation History Storage Archive of historical valuations and assumptions. |
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Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
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Workflow & Case Management
(0 Yes /0 Known /10 Possible features)
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Custom Workflow Designer Visual or logic-based workflows for business processes. |
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Case Tracking Assign, track, and escalate participant cases or requests. |
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Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
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SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
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Document Workflow Integrates document approval, review, and archival. |
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Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
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Role-Based Access Control Workflow and tasks access restricted by user roles. |
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Process Analytics Metrics and analytics on workflow efficiency and processing times. |
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Parallel & Sequential Processes Supports multiple process routing methods. |
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Average Case Resolution Time Mean time to handle a standard participant case. |
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Security & Access Management
(0 Yes /0 Known /11 Possible features)
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Multi-factor Authentication Requires an additional verification step for user login. |
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Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
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Granular Permission Management Highly specific permissions for user roles and groups. |
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Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
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Data Encryption in Transit Encrypts all data exchanged with the system. |
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Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
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Field-level Security Can mask or hide sensitive personal information. |
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Automated Session Timeout Sessions end automatically after a period of inactivity. |
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IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
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Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
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Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
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Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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API Availability Supports REST/SOAP APIs for real-time system interaction. |
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Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
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Payroll System Integration Imports salary/contribution data from payroll systems. |
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Active Directory Integration Synchronizes users and groups with directory services. |
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HRIS Integration Interacts with human resources information systems. |
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Batch File Processing Handles scheduled upload/download of files. |
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Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
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Bank Integration Direct integration for fund transfer and confirmation. |
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Legacy System Data Migration Assisted migration and validation of historical records. |
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Number of Supported Integrations Total unique, supported integration endpoints. |
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Analytics & Business Intelligence
(0 Yes /0 Known /9 Possible features)
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Custom Report Builder Users can build custom reports from system data. |
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Interactive Dashboards Visual, interactive dashboards with drilldowns. |
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Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
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Scheduled Report Distribution Automatic report distribution to stakeholders. |
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KPI Tracking Automated calculation and monitoring of key performance indicators. |
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Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
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Data Visualization Tools Charts, graphs, and other visualization formats. |
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Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
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Time to Generate Dashboard Average time to build and load a dashboard. |
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User Experience & Support
(0 Yes /0 Known /10 Possible features)
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Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
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Contextual Help Help or tooltips provided throughout the UI. |
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Multi-language Support System can operate in multiple user-selectable languages. |
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Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
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User Training Resources Access to guides, videos, and documentation. |
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Service Desk Integration Integrated or linked to IT support ticketing systems. |
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Knowledge Base Online, searchable repository of FAQs and solutions. |
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In-app Guidance Step-by-step walk-throughs for processes. |
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System Uptime SLA Guaranteed system availability. |
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Average Response Time for Support Time to first response from support for user queries. |
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Member Self-Service Portals for Member Administration
Digital platforms that allow pension plan participants to access their account information, update personal details, model retirement scenarios, and manage their benefits online. These portals typically include mobile applications for on-the-go access.
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User Experience & Interface
(0 Yes /0 Known /12 Possible features)
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Responsive Design Portal adapts seamlessly to different screen sizes (desktop, tablet, mobile) |
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Accessibility Compliance Adherence to WCAG standards for users with disabilities |
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Multi-language Support Ability to display content in multiple languages for diverse membership |
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Customizable Dashboard Members can personalize their dashboard view and widgets |
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Intuitive Navigation Clear menu structure and user flow with minimal clicks to key features |
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Page Load Speed Time taken for pages to load completely |
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Mobile App Integration Companion mobile application or progressive web app functionality |
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Dark Mode Support Option for low-light viewing to reduce eye strain |
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Font Size Adjustment Ability for members to adjust text size for better readability |
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Guided Tutorials Interactive walkthroughs to help members learn portal features |
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Search Functionality Comprehensive search tool to find information across the portal |
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Browser Compatibility Number of major browsers fully supported |
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Account Management
(0 Yes /0 Known /12 Possible features)
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Contact Information Updates Ability for members to update address, phone, email without administrator assistance |
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Beneficiary Management Self-service designation and updating of beneficiaries |
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Document Upload Facility for members to upload required documents (ID verification, certificates) |
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Paperless Communication Opt-in Option to select electronic-only communications |
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Communication Preferences Selection of preferred contact methods and frequency |
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Life Event Processing Guided workflows for major life events (marriage, divorce, children) |
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Profile Completeness Indicator Visual indicator showing percentage of profile completion |
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Password Self-Reset Secure mechanism for members to reset their own passwords |
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Login History Access Ability to view recent login activity for security awareness |
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Multi-factor Authentication Extra security layer requiring additional verification beyond password |
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Account Delegation Ability to grant limited access to authorized representatives |
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Profile Data Exportability Option to export personal data in compliance with privacy regulations |
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Financial Information & Tools
(0 Yes /0 Known /13 Possible features)
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Real-time Balance Display Up-to-date account balance information without processing delays |
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Transaction History Comprehensive record of contributions, withdrawals, and fund movements |
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Historical Returns Visualization Visual representation of investment performance over time |
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Contribution Tracking Detailed view of employer and employee contributions |
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Fee Transparency Clear breakdown of all fees charged to the account |
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Retirement Income Calculator Tool to project future retirement income based on current savings |
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Contribution Rate Simulator Tool to show impact of changing contribution percentages |
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What-If Scenario Modeling Advanced simulator for testing different retirement strategies |
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Tax Impact Estimator Tool to estimate tax implications of different withdrawal strategies |
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Financial Data Export Options Number of formats available for exporting financial data |
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Interactive Retirement Goals Ability to set and track progress toward personalized retirement goals |
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Retirement Age Flexibility Calculator Tool showing financial impact of different retirement ages |
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Benefit Verification Letters Self-service generation of official benefit verification documents |
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Investment Management
(0 Yes /0 Known /13 Possible features)
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Investment Option Selection Self-service capability to change investment fund selections |
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Asset Allocation Visualization Graphical representation of current investment mix |
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Fund Performance Metrics Detailed performance data on available investment options |
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Investment Risk Assessment Tools to evaluate risk tolerance and investment suitability |
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Portfolio Rebalancing Tools Automated or assisted rebalancing to maintain desired allocation |
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Investment Fee Comparison Side-by-side comparison of fees across investment options |
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Investment Strategy Recommendations Personalized guidance based on member profile and goals |
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Auto-Rebalancing Setup Option to schedule automatic portfolio rebalancing |
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Fund Fact Sheets Access to detailed information about each investment option |
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ESG/Sustainable Investment Filtering Ability to filter and select funds based on environmental, social, and governance criteria |
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Investment Change Confirmation Clear documentation of investment selection changes |
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Investment Education Resources Educational content explaining investment concepts and options |
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Real-time Market Data Up-to-date market information relevant to pension investments |
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Communication & Document Access
(0 Yes /0 Known /12 Possible features)
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Digital Statement Archive Access to historical statements and documents |
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Statement Retention Period Length of time statements are kept available in the portal |
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Secure Messaging Center Private communication channel between members and administrators |
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Message Response Time Average time for administrator response to member inquiries |
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Document E-Signing Ability to digitally sign pension-related documents |
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Notification Preferences Control over which events trigger notifications and how they're delivered |
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Plan Documentation Library Repository of plan rules, SPDs, and other official documentation |
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News and Updates Section Dedicated area for fund news, regulatory changes, and announcements |
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Document Search Functionality Advanced search within archive and library documents |
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Tax Form Access Self-service retrieval of tax documents and statements |
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Communication History Complete record of all interactions with fund administrators |
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Custom Alert Setup Member-defined triggers for important account notifications |
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Claims & Benefits Processing
(0 Yes /0 Known /13 Possible features)
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Online Benefit Applications Ability to apply for retirement and other benefits online |
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Application Status Tracking Real-time visibility into the processing status of claims |
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Digital Claim Forms Pre-populated electronic forms for claim submissions |
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Required Document Checklist Interactive list showing required documentation for claims |
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Withdrawal Request Processing Online facility for requesting eligible withdrawals |
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Benefit Payment History Record of all benefit payments made to the member |
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Direct Deposit Management Self-service setup and modification of payment bank details |
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Benefit Calculation Estimates Tools to estimate benefits under different scenarios before applying |
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Application Processing Time Average time from submission to decision for benefit applications |
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Claim Documentation Upload Ability to directly upload supporting documents for claims |
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Disability Claims Management Specialized tools for disability-related claims and documentation |
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Appeal Process Management Online system for submitting and tracking appeals |
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Survivor Benefit Tools Resources and application tools for survivor benefit claims |
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Service Credits & History
(0 Yes /0 Known /12 Possible features)
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Service History Timeline Visual representation of employment and contribution history |
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Service Credit Calculator Tool to calculate accrued service credits and their value |
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Service Purchase Options Information and tools for buying additional service credits |
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Service Purchase Calculator Tool to estimate costs and benefits of purchasing service credits |
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Military Service Credit Tools Specialized features for military service credit documentation and purchase |
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Employment History Verification Process to review and verify employment records |
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Leave Period Documentation Tools to document and verify periods of leave that affect service credits |
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Multiple Employer Integration Unified view of service across multiple participating employers |
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Service Transfer Tools Features to manage transfer of service between pension systems |
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Retirement Eligibility Tracker Tool showing progress toward various retirement eligibility milestones |
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Part-time Service Proration Accurate calculation of service credits for part-time employment |
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Service History Dispute Resolution Process to address discrepancies in service credit records |
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Education & Planning Resources
(0 Yes /0 Known /13 Possible features)
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Retirement Readiness Score Personalized assessment of retirement preparedness |
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Educational Webinar Access Library of recorded and live webinars on retirement topics |
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Financial Wellness Assessment Comprehensive evaluation of overall financial health |
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Retirement Planning Courses Structured educational programs on retirement preparation |
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Social Security Integration Tools that incorporate Social Security benefits into retirement planning |
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Healthcare Cost Projections Estimates of healthcare expenses in retirement |
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Inflation Impact Calculator Tool showing how inflation affects retirement savings over time |
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Budget Planning Tools Resources for pre- and post-retirement budgeting |
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Financial Advisor Connection Features to connect with financial advisors or counselors |
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Peer Comparison Tools Anonymous benchmarking against similar members' savings patterns |
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Retirement Lifestyle Planning Non-financial resources for planning retirement activities and lifestyle |
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Educational Content Library Size Number of articles, guides, and resources available |
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Event Registration Ability to register for retirement education events and workshops |
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Security & Compliance
(0 Yes /0 Known /12 Possible features)
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Data Encryption Level Strength of encryption used for data protection |
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Authentication Options Number of authentication methods supported (password, biometric, etc.) |
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Session Timeout Controls Configurable automatic logout after period of inactivity |
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Access Attempt Monitoring System to detect and prevent unauthorized access attempts |
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Suspicious Activity Alerts Notification system for potentially unauthorized account activity |
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Privacy Policy Accessibility Clear, easy-to-understand privacy information |
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Regulatory Compliance Documentation Evidence of compliance with relevant regulations (GDPR, CCPA, etc.) |
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Security Certification Level Industry security certifications held (SOC 2, ISO 27001, etc.) |
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Penetration Testing Frequency How often security testing is performed |
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Data Breach Notification Protocol Documented process for notifying members of security incidents |
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Third-Party Access Controls Security measures governing vendor and partner access to data |
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Regular Security Updates Frequency of security patches and updates |
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Integration & Technology
(0 Yes /0 Known /13 Possible features)
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Single Sign-On Capability Integration with employer or third-party authentication systems |
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API Availability Public APIs allowing secure integration with other systems |
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External Account Aggregation Ability to connect and view external financial accounts |
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Banking System Integration Direct connection with banking systems for contributions and payments |
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HR System Integration Connection with employer HR systems for data synchronization |
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Mobile App Feature Parity Percentage of web portal features available in mobile app |
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Offline Functionality Features accessible without internet connection |
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Data Synchronization Frequency How often data is updated between systems |
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Push Notification Support Real-time alerting through mobile notifications |
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Calendar Integration Ability to add retirement events to personal calendars |
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Digital Assistant/Chatbot AI-driven assistant for member questions and guidance |
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Screen Reader Compatibility Proper functioning with accessibility tools for visually impaired users |
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System Uptime Guarantee Percentage of time the system is operational |
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