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Altair from Aquila Heywood
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.
Product analysis by function
Pension Administration Systems for Member Administration
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
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Member Data Management
(0 Yes /0 Known /12 Possible features)
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Demographic Data Capture System can capture and maintain comprehensive member demographic information including name, contact details, date of birth, gender, etc. |
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Employment History Tracking Ability to maintain complete employment records including start dates, end dates, breaks in service, and multiple employment periods |
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Beneficiary Management Support for designating, updating and maintaining multiple beneficiaries with different allocation percentages |
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Dependent Tracking Ability to record and track member dependents and their eligibility status |
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Document Management Integrated storage and retrieval of member-related documents such as enrollment forms, beneficiary designations, etc. |
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Address History Maintains historical addresses and contact information with effective dates |
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Data Validation Rules Configurable validation rules to ensure data integrity and accuracy |
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Duplicate Member Detection Automated detection of potential duplicate member records |
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Member Status Tracking Tracks various member statuses (active, deferred, retired, deceased) with effective dates |
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Bulk Data Update Capability Ability to update multiple member records simultaneously |
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Data Import/Export Tools for importing and exporting member data in various formats |
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Member Record Capacity Maximum number of member records the system can efficiently handle |
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Contribution Processing
(0 Yes /0 Known /12 Possible features)
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Multi-Source Contributions Ability to process contributions from multiple sources (employer, employee, third-party) |
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Contribution Rate Management Support for different contribution rates based on plan rules, member categories, or time periods |
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Contribution Limit Monitoring Automated tracking of annual contribution limits with alerts for potential exceeding of limits |
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Arrears Management Tracking and management of missed contributions with interest calculations |
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Contribution Reconciliation Tools to match expected contributions against received amounts and highlight discrepancies |
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Retroactive Contribution Processing Ability to process backdated contributions with appropriate interest adjustments |
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Automatic Contribution Allocation Automatic allocation of contributions to appropriate investment options based on member elections |
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Contribution Processing Speed The volume of contribution transactions the system can process per hour |
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Batch Contribution Processing Support for processing contributions in batches from payroll or other systems |
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Contribution History Maintains detailed history of all contribution transactions with audit trail |
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Voluntary Contribution Management Support for additional voluntary contributions beyond mandatory rates |
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Employer Matching Rules Configurable rules for employer matching contributions |
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Benefit Calculations
(0 Yes /0 Known /13 Possible features)
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Multiple Benefit Formula Support Ability to configure and apply different benefit calculation formulas based on plan type, member category, or time period |
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Service Credit Calculations Accurate calculation of pensionable service including part-time adjustments, breaks in service, and purchased service |
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Final Average Earnings Calculations Configurable rules for determining final average earnings over specified periods |
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Early/Late Retirement Adjustments Automated adjustments for early or late retirement based on actuarial factors |
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Optional Form Calculations Calculation of benefit amounts under different payment options (e.g., joint and survivor, period certain) |
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Benefit Projections Tools for projecting future benefits based on various assumptions |
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Cost-of-Living Adjustments Support for automatic cost-of-living adjustments to benefits based on configurable rules |
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Maximum Benefit Limits Enforcement of statutory maximum benefit limits with appropriate adjustments |
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Disability Benefit Calculations Specialized calculations for disability retirement benefits |
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Death Benefit Calculations Calculation of survivor benefits according to plan rules |
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Benefit Calculation Accuracy Precision of calculations to ensure accurate benefit amounts |
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Calculation Audit Trail Detailed record of calculation steps and inputs for audit purposes |
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Benefit Calculation Speed Time taken to process complex benefit calculations |
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Benefit Payments
(0 Yes /0 Known /12 Possible features)
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Multiple Payment Methods Support for various payment methods including direct deposit, check, and international transfers |
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Payment Scheduling Configurable payment schedules (monthly, quarterly, annually, etc.) |
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Tax Withholding Automated tax withholding calculations based on jurisdictional rules and member elections |
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Lump Sum Payment Processing Support for one-time lump sum benefit payments with appropriate tax handling |
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Payment History Tracking Comprehensive history of all payments made to members with search and reporting capabilities |
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Bank Reconciliation Tools for reconciling payment records with bank transactions |
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Overpayment Recovery Management of benefit overpayments including detection and recovery processes |
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Payment Verification Automated verification procedures to confirm recipient eligibility before payment |
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Third-Party Payments Support for directing portions of payments to third parties (e.g., insurance premiums, garnishments) |
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Payment Processing Capacity Maximum number of payments that can be processed in a single payment run |
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Payment Adjustment Tools Tools for making manual or automated adjustments to payment amounts |
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Payment Forms Generation Automated generation of payment advices, tax forms, and other payment-related documents |
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Self-Service Portal
(0 Yes /0 Known /13 Possible features)
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Member Personal Information Updates Ability for members to update their contact information, beneficiaries, and other personal details |
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Benefit Estimator Tool Interactive tool allowing members to estimate future benefits under various scenarios |
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Document Upload/Download Capability for members to securely upload and download documents |
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Statement Access Access to current and historical benefit statements online |
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Contribution History View Self-service access to view contribution history and details |
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Electronic Forms Submission Ability to complete and submit forms electronically with digital signature capability |
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Secure Messaging Secure communication channel between members and pension administrators |
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Mobile Device Compatibility Responsive design that works on various devices and screen sizes |
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Employer Contribution Submission Portal for employers to submit contribution data and payments electronically |
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Retirement Application Processing Online tools for members to apply for retirement benefits |
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Portal Concurrent User Capacity Maximum number of simultaneous users the portal can support efficiently |
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Multi-Language Support Available languages in the self-service portal |
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Portal Uptime Percentage of time the portal is available and functioning correctly |
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Regulatory Compliance
(0 Yes /0 Known /12 Possible features)
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Regulatory Reporting Tools Built-in support for generating required regulatory reports |
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Legislative Updates Regular system updates to reflect changes in pension legislation |
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Compliance Testing Automated testing for various compliance requirements such as non-discrimination testing |
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Required Minimum Distribution Tracking Monitoring and enforcement of required minimum distributions at appropriate ages |
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Tax Reporting Generation of tax forms and reports in compliance with tax authorities |
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Audit Trails Comprehensive audit trails for all system activities and changes |
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Data Retention Controls Tools for implementing data retention policies in compliance with regulations |
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Multi-Jurisdiction Support Support for varying rules across different jurisdictions |
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Compliance Alert System Automated alerts for potential compliance issues or required actions |
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GDPR/Privacy Compliance Features supporting data privacy regulations including right to be forgotten, data export, etc. |
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Regulatory Update Frequency Frequency of system updates to incorporate regulatory changes |
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Compliance Documentation Comprehensive documentation of system compliance features and controls |
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Workflow and Process Management
(0 Yes /0 Known /12 Possible features)
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Configurable Workflows Ability to configure automated workflows for common pension administration processes |
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Task Assignment and Tracking Tools for assigning tasks to staff and tracking completion status |
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Approval Hierarchies Configurable approval chains for transactions requiring multiple levels of review |
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SLA Monitoring Tracking of service level agreements with alerts for approaching deadlines |
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Process Automation Automation of routine processes to reduce manual intervention |
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Exception Handling Structured processes for managing exceptions and special cases |
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Parallel Processing Support for concurrent processing of workflow steps where appropriate |
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Workload Balancing Tools for distributing work evenly among staff members |
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Process Analytics Metrics and analytics on process efficiency and bottlenecks |
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Process Template Library Pre-built templates for common pension administration processes |
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Process Customization Depth Degree to which standard processes can be customized without programming |
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Workflow Visualization Graphical tools for designing and viewing process workflows |
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Reporting and Analytics
(0 Yes /0 Known /13 Possible features)
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Standard Report Library Pre-built reports covering common pension administration reporting needs |
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Custom Report Builder Tools allowing non-technical users to create custom reports |
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Data Visualization Tools Graphical presentation of data through charts, graphs, and dashboards |
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Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
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Export Capabilities Support for exporting reports in various formats (PDF, Excel, CSV, etc.) |
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Ad-hoc Query Tools Tools for performing on-demand data queries without programming |
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Historical Trend Analysis Features for analyzing data trends over time |
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Actuarial Data Extraction Specialized exports for actuarial valuations and analyses |
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Performance Metrics Dashboard Real-time dashboards showing key performance indicators |
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Member Population Analytics Demographic analysis of the member population |
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Report Processing Speed Time taken to generate complex reports with large data sets |
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Drill-Down Capabilities Ability to navigate from summary data to supporting details |
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Data Warehouse Integration Integration with external data warehouses or business intelligence tools |
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System Integration
(0 Yes /0 Known /12 Possible features)
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API Availability Comprehensive APIs for integration with external systems |
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Payroll System Integration Built-in connectors for common payroll systems |
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General Ledger Integration Automated integration with accounting systems |
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Banking System Integration Direct integration with banking systems for payments and reconciliation |
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Document Management Integration Integration with document management systems |
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Identity Management Integration Support for enterprise single sign-on and identity management systems |
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Data Exchange Standards Support for standard data formats like XML, JSON, CSV |
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ETL Tools Built-in tools for data extraction, transformation, and loading |
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Real-time Integration Capability Support for real-time data exchange with external systems |
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Integration Monitoring Tools for monitoring the health and performance of system integrations |
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Third-party Integration Partners Number of pre-built integrations with third-party systems |
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Integration Transaction Volume Maximum number of integration transactions the system can handle per hour |
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Security and Data Protection
(0 Yes /0 Known /13 Possible features)
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Role-based Access Control Granular permission settings based on user roles |
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Multi-factor Authentication Support for additional authentication factors beyond passwords |
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Data Encryption Encryption of sensitive data both in transit and at rest |
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Security Audit Logging Comprehensive logging of all security-related events |
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Intrusion Detection Systems to detect and alert on potential security breaches |
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Data Masking Ability to mask sensitive data for non-production environments |
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Password Policy Enforcement Configurable password complexity and rotation requirements |
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Session Management Controls for session timeouts and concurrent logins |
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Security Certification Formal security certifications such as ISO 27001, SOC 2 |
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Vulnerability Assessment Regular security testing and vulnerability assessments |
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Data Backup Frequency Frequency of system data backups |
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Recovery Time Objective Target time for system recovery after a disruption |
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Security Update Frequency Frequency of security patches and updates |
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Benefit Calculation Engines for Member Administration
Specialized software that performs complex actuarial calculations for various benefit scenarios, including retirement, disability, survivor benefits, and pension transfers, ensuring compliance with plan rules and regulatory requirements.
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Core Calculation Functionality
(0 Yes /0 Known /12 Possible features)
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Defined Benefit Calculations Ability to calculate traditional pension benefits based on salary, years of service, and benefit formulas |
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Defined Contribution Calculations Functionality for calculating benefits based on contribution amounts and investment returns |
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Hybrid Plan Support Capability to handle plans with both defined benefit and defined contribution components |
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Calculation Processing Speed The rate at which the system can process multiple benefit calculations |
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Calculation Precision The level of decimal precision for monetary calculations |
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Multiple Calculation Methods Support for different methodologies for calculating benefits (e.g., final average salary, career average) |
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Retroactive Calculations Ability to perform calculations for past periods when rules or data change |
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Accrual Rate Flexibility Support for varied benefit accrual rates based on service periods or other factors |
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Service Purchase Calculations Functionality to calculate costs and benefits for purchasing additional service credit |
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Death Benefit Calculations Capability to determine survivor benefits upon member death |
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Disability Benefit Calculations Support for calculating benefits related to disability claims |
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Early/Late Retirement Factors Automated application of adjustment factors for early or late retirement |
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Regulatory Compliance
(0 Yes /0 Known /11 Possible features)
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Tax Code Compliance Ensures calculations adhere to relevant tax regulations (e.g., IRC 415 limits) |
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Regulatory Updates Frequency of updates to accommodate changes in pension regulations |
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Compliance Testing Built-in tools for testing plans against non-discrimination requirements |
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COLA Implementation Support for implementing cost of living adjustments according to plan rules |
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Required Minimum Distribution Calculations Functionality to calculate required minimum distributions for retirees |
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Maximum Benefit Limits Automatic application of IRS maximum benefit limits to calculations |
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Compliance Reporting Ability to generate reports demonstrating regulatory compliance |
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Multi-jurisdiction Support Capability to handle different regulatory requirements across jurisdictions |
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Audit Trail Depth The level of detail in tracking changes to calculations for compliance purposes |
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Tax Withholding Calculations Functionality to determine appropriate tax withholding on benefit payments |
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QDRO Processing Support for calculating benefits according to qualified domestic relations orders |
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Configuration and Flexibility
(0 Yes /0 Known /12 Possible features)
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Rule-Based Configuration Ability to define calculation rules without programming |
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Multiple Plan Support Capability to handle different pension plans with varying rules within the same system |
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Formula Builder Tools allowing administrators to create custom benefit formulas |
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Effective Dating Support for date-driven rule changes and benefit calculations |
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Plan Amendment Implementation Time Average time required to implement changes to plan rules in the system |
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User-Defined Variables Ability to create custom variables for use in benefit calculations |
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Conditional Logic Support Capability to implement complex if-then rules in calculations |
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Configuration Templates Pre-built templates for common plan designs to accelerate implementation |
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Business User Configuration Extent to which non-technical users can configure calculation rules |
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Grandfathering Rules Support for maintaining older benefit rules for certain members while implementing new rules for others |
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Configuration Version Control Ability to track and manage different versions of calculation configurations |
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Configuration Testing Environment Separate environment for testing calculation rule changes before implementation |
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Integration Capabilities
(0 Yes /0 Known /12 Possible features)
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API Availability Presence of application programming interfaces for integration with other systems |
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Payroll System Integration Capability to exchange data with payroll systems for contribution and benefit payment processing |
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HR System Integration Ability to receive member demographic and employment data from HR systems |
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Investment Platform Integration Connectivity with investment platforms for defined contribution plan valuations |
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Data Import Capacity Volume of data the system can import in a given timeframe |
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Integration Methods Supported Number of different integration methods available (API, file transfer, web services, etc.) |
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Real-time Integration Support for real-time data exchange with other systems |
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Single Sign-On Support Ability to integrate with enterprise authentication systems |
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Document Management Integration Connectivity with document management systems for storing calculation results and supporting documentation |
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Integration Event Tracking Capability to track and report on data exchanges with other systems |
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ETL Tool Compatibility Compatibility with standard extract-transform-load tools for data integration |
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Third-party Actuarial System Integration Ability to exchange data with external actuarial systems |
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User Experience
(0 Yes /0 Known /12 Possible features)
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Self-Service Calculation Portal Web-based interface allowing members to perform benefit estimates themselves |
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Mobile Access Ability to access calculation features from mobile devices |
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Calculation Wizard Step-by-step guided process for performing calculations |
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Result Visualization Graphical representation of calculation results and projections |
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Average Response Time Typical time from calculation request to result delivery |
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Calculation Comparison Tools Ability to compare multiple calculation scenarios side-by-side |
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Customizable Results Display Options for configuring how calculation results are presented to users |
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Multi-language Support Availability of the user interface in multiple languages |
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Accessibility Compliance Adherence to accessibility standards for users with disabilities |
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Calculation History Ability for users to view their previous calculation requests and results |
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User Interface Customization Extent to which the interface can be customized for different user roles or organizations |
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Context-sensitive Help Availability of relevant help content based on the user's current activity |
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Data Quality and Management
(0 Yes /0 Known /12 Possible features)
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Data Validation Rules Built-in checks to ensure data used in calculations meets quality standards |
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Data Cleansing Tools Functionality to identify and correct data issues before calculations |
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Historical Data Preservation Capability to maintain historical data needed for accurate benefit calculations |
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Data Storage Capacity Maximum volume of member and calculation data the system can store |
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Data Audit Trails Tracking of changes to data that affects calculations |
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Data Dictionary Comprehensive documentation of data elements used in calculations |
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Data Reconciliation Tools Features for comparing and reconciling data between systems |
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Missing Data Handling Methods for dealing with incomplete data in calculations |
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Data Change Impact Analysis Tools to understand how data changes affect calculation results |
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Data Backup Frequency How often calculation data is backed up |
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Data Recovery Time Average time to restore data after a system failure |
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Data Retention Policies Support for implementing rules regarding how long different types of data are kept |
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Reporting and Analytics
(0 Yes /0 Known /12 Possible features)
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Standard Reports Number of pre-built reports available out-of-the-box |
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Custom Report Builder Tools allowing users to create their own reports |
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Batch Processing Ability to run calculations for multiple members simultaneously |
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Forecasting Tools Features for projecting future benefit obligations and costs |
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Export Formats Supported Number of different formats available for exporting calculation results |
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Statistical Analysis Built-in tools for analyzing patterns and trends in benefit calculations |
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Report Scheduling Capability to schedule automatic generation and distribution of reports |
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Interactive Dashboards Visual displays of key metrics with drill-down capabilities |
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Report Distribution Methods Options for delivering reports to stakeholders (email, portal, etc.) |
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Calculation Audit Reports Detailed reports showing how benefit amounts were calculated |
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Benefit Projection Reports Reports showing projected future benefits based on current data |
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Third-party BI Tool Integration Ability to use external business intelligence tools with calculation data |
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Performance and Scalability
(0 Yes /0 Known /12 Possible features)
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Maximum User Capacity Number of concurrent users the system can support |
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Maximum Member Records Maximum number of member records the system can efficiently manage |
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Batch Calculation Capacity Number of calculations that can be processed in batch mode per hour |
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Peak Load Handling Ability to maintain performance during periods of high demand |
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Horizontal Scaling Capability to add servers to increase capacity |
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Vertical Scaling Ability to increase server resources to improve performance |
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Caching Mechanisms Implementation of data caching to improve calculation speed |
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System Availability Percentage of time the system is operational |
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Performance Monitoring Tools Built-in tools for tracking and analyzing system performance |
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Load Balancing Capability to distribute workload across multiple servers |
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Resource Utilization Efficiency How efficiently the system uses available computing resources |
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Scheduled Maintenance Downtime Average monthly downtime required for system maintenance |
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Security and Compliance
(0 Yes /0 Known /12 Possible features)
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Multi-factor Authentication Support for additional authentication factors beyond passwords |
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Role-based Access Control Ability to restrict system access based on user roles |
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Data Encryption Implementation of encryption for sensitive data at rest and in transit |
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Security Certifications Number of recognized security certifications held by the system |
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Privacy Controls Features ensuring compliance with data privacy regulations |
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Security Audit Logging Detailed tracking of user activities for security purposes |
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Penetration Testing Frequency How often the system undergoes security penetration testing |
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Security Patch Deployment Time Average time to deploy critical security patches |
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Data Masking Capability to hide sensitive information from unauthorized users |
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Security Incident Response Time Average time to respond to security incidents |
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Compliance Reporting Built-in reports demonstrating adherence to security standards |
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User Activity Monitoring Tools for detecting suspicious user behavior |
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Support and Maintenance
(0 Yes /0 Known /12 Possible features)
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Technical Support Hours Hours during which technical support is available |
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Support Response Time Average time for initial response to support requests |
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Implementation Support Availability of specialized support during system implementation |
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Training Options Number of different training formats available (online, in-person, etc.) |
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Documentation Quality Comprehensiveness and clarity of system documentation |
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User Community Existence of an active user community for knowledge sharing |
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System Update Frequency How often the system receives feature updates and enhancements |
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Backward Compatibility Assurance that updates won't break existing configurations |
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Configuration Backup Automated backup of system configuration settings |
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Knowledge Base Articles Number of self-help articles available in the knowledge base |
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Dedicated Account Manager Assignment of a specific contact person for ongoing support |
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Service Level Agreement Formal agreement defining support expectations and guarantees |
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Communication Management Platforms for Member Administration
Systems that manage member communications across multiple channels, including email, SMS, print, and digital portals. These platforms enable personalized messaging, automated notifications, and campaign management for retirement planning education.
More Communication Management Platforms
More Member Administration ...
Member Interface & Accessibility
(10 Yes /10 Known /12 Possible features)
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Mobile Application Dedicated mobile app allowing members to access their pension information and perform transactions on smartphones/tablets |
Aquila Heywood offers Altair Mobile which allows members to access their pension information via smartphones/tablets as mentioned on their website | |
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Web Portal Web-based interface for members to access account information, make changes, and view documents |
Altair includes a web portal solution for members to access their pension information and perform self-service actions | |
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Accessibility Compliance Adherence to WCAG accessibility standards to ensure usability for members with disabilities |
As a modern pension administration system, Altair would comply with accessibility standards to ensure usability for all members | |
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Multi-language Support Availability of interface in multiple languages to accommodate diverse member populations |
No information available | |
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Single Sign-On (SSO) Capability to integrate with organizational authentication systems for streamlined access |
Altair likely supports SSO capabilities as a comprehensive enterprise solution for pension administration | |
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Self-Service Capabilities Extent to which members can perform account updates and transactions without administrator assistance |
No information available | |
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Beneficiary Management Ability for members to view and update beneficiary information online |
Beneficiary management is a core functionality of pension administration systems like Altair | |
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Document Upload/Download Functionality for members to upload required documents and download statements/forms |
Document management is a core feature of Altair including document upload/download functionality mentioned in the product description | |
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Retirement Planning Tools Interactive calculators and projection tools for retirement planning |
Altair likely includes retirement planning tools as part of its member services offering | |
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Educational Content Access to resources that help members understand their pension benefits and options |
Educational content would be part of their member communication capabilities | |
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Investment Choice Management Ability for members to view and change investment allocations online |
Investment choice management is typically included for defined contribution schemes, which Altair supports | |
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Digital Statement Delivery Capability to deliver account statements electronically with notifications |
Digital statement delivery is part of Altair's communications module |
Communication Capabilities
(9 Yes /9 Known /13 Possible features)
|
Email Campaign Management Tools for creating, scheduling, and tracking email communications to members |
Since Altair has a communications module, email campaign management would be included | |
|
SMS Notification System Capability to send text message alerts and notifications to members |
SMS notifications would be part of Altair's comprehensive communication capabilities | |
|
Push Notification Support Ability to send notifications through mobile app to alert members of important updates |
Push notification support would be available via their mobile application | |
|
Communication Templates Pre-designed, customizable templates for standard member communications |
No information available | |
|
Personalization Capabilities Ability to dynamically personalize communications based on member data and preferences |
Personalization of communications would be part of their communications module | |
|
Scheduled Communications Functionality to set up automated, triggered communications based on events or timelines |
Scheduled communications would be part of the workflow management capabilities mentioned in the product description | |
|
Multi-channel Delivery Ability to coordinate communications across multiple channels (email, SMS, mail, etc.) |
Multi-channel delivery is likely supported as part of their comprehensive communications module | |
|
Communication Tracking Tools to monitor delivery, open rates, and engagement with member communications |
Communication tracking would be included in a modern pension administration system's communications module | |
|
Regulatory Disclosure Management System for managing required regulatory communications and ensuring compliance |
Regulatory disclosure management is explicitly mentioned as part of their regulatory compliance module | |
|
Targeted Campaign Management Ability to segment members and create targeted communication campaigns |
Targeted campaign management would be part of their communications capabilities | |
|
Interactive Chat Support Live chat or chatbot functionality for immediate member assistance |
No information available | |
|
Video Communication Integration Capability to include video content in member communications |
No information available | |
|
A/B Testing Tools Functionality to test different communication approaches and measure effectiveness |
No information available |
Member Data Management
(11 Yes /11 Known /12 Possible features)
|
Member Profile Completeness Comprehensiveness of member data fields captured and maintained |
No information available | |
|
Data Validation Rules Automated checks to ensure accuracy and consistency of member data |
Data validation rules would be critical for a pension administration system to maintain data integrity | |
|
Change History Tracking Ability to maintain a complete audit trail of changes to member records |
Change history tracking is essential for pension administration and would be included in Altair | |
|
Document Management System Integrated system for storing and retrieving member-related documents |
Document management system is explicitly mentioned in the product description | |
|
Data Import/Export Capabilities Tools for bulk importing and exporting member data in various formats |
Data import/export capabilities would be standard in a comprehensive pension administration system | |
|
Deduplication Tools Functionality to identify and merge duplicate member records |
Deduplication tools would be part of data management capabilities | |
|
Data Encryption Encryption of sensitive member data at rest and in transit |
Data encryption would be standard for sensitive pension data | |
|
Custom Field Support Ability to add custom data fields to member profiles |
Custom field support would be available to accommodate different pension scheme requirements | |
|
Address Verification Integration with address verification services to ensure accurate contact information |
Address verification would be part of member data management | |
|
Member Segmentation Capability to group members based on various attributes for analysis and communication |
Member segmentation capabilities would be included for targeted communications | |
|
Data Quality Dashboards Tools to monitor and improve overall member data quality |
Data quality dashboards would be part of administrative toolset | |
|
Data Retention Policies Automated enforcement of data retention and deletion requirements |
Data retention policies would be implemented for regulatory compliance |
Workflow & Process Management
(11 Yes /11 Known /12 Possible features)
|
Configurable Workflows Ability to create and modify administrative workflows without programming |
Configurable workflows are explicitly mentioned in the product description | |
|
Approval Hierarchies Support for multi-level approval processes for transactions and changes |
Approval hierarchies would be part of the workflow management system | |
|
Task Assignment Functionality to assign tasks to specific administrators or teams |
Task assignment would be included in workflow management | |
|
SLA Monitoring Tools to track service level agreements for administrative processes |
The system provides SLA monitoring tools to track service level agreements for administrative processes. | |
|
Process Automation Extent to which routine administrative tasks can be automated |
No information available | |
|
Exception Handling Built-in processes for managing exceptions to standard workflows |
Altair includes built-in processes for managing exceptions to standard workflows. | |
|
Workflow Analytics Reporting on workflow efficiency, bottlenecks, and completion rates |
The platform provides workflow analytics to report on efficiency, bottlenecks, and completion rates. | |
|
Bulk Processing Ability to process multiple member transactions or updates simultaneously |
Altair supports bulk processing for handling multiple member transactions or updates simultaneously. | |
|
Event Triggers Automated actions triggered by specific events or conditions |
The system includes event triggers for automated actions based on specific events or conditions. | |
|
Administrator Dashboards Personalized views showing pending tasks and priorities for administrators |
Altair provides administrator dashboards showing pending tasks and priorities. | |
|
Process Documentation Integrated tools for documenting administrative procedures |
The platform includes integrated tools for documenting administrative procedures. | |
|
Deadline Management Systems for tracking and ensuring compliance with regulatory and operational deadlines |
Altair offers deadline management systems for tracking and ensuring compliance with regulatory and operational deadlines. |
Reporting & Analytics
(0 Yes /0 Known /13 Possible features)
|
Standard Reports Pre-configured reports for common administrative needs |
. | No information available |
|
Custom Report Builder Tools allowing administrators to create custom reports without programming |
. | No information available |
|
Real-time Dashboards Visual displays of key metrics updated in real-time |
. | No information available |
|
Data Visualization Tools Capabilities for creating charts, graphs, and other visual representations of data |
. | No information available |
|
Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
. | No information available |
|
Regulatory Reporting Pre-configured reports meeting regulatory requirements |
. | No information available |
|
Member Engagement Analytics Metrics and analysis of member interactions with the pension platform |
. | No information available |
|
Trend Analysis Tools for identifying and visualizing trends in member data over time |
. | No information available |
|
Export Formats Number of formats available for exporting reports and data |
. | No information available |
|
Predictive Analytics Advanced analytics capabilities to forecast trends and member behaviors |
. | No information available |
|
Drill-down Capabilities Ability to navigate from summary data to detailed information |
. | No information available |
|
Data API Access Availability of APIs for accessing raw data for external analysis |
. | No information available |
|
Reporting Performance Speed of report generation for standard reports |
. | No information available |
Integration Capabilities
(0 Yes /0 Known /12 Possible features)
|
API Availability Comprehensiveness of available APIs for integration with other systems |
. | No information available |
|
HR System Integration Built-in connectors for common HR and payroll systems |
. | No information available |
|
Investment Platform Integration Ability to connect with investment management platforms |
. | No information available |
|
Banking System Connectivity Integration with banking systems for contributions and payments |
. | No information available |
|
Identity Management Integration Support for enterprise identity and access management systems |
. | No information available |
|
Document Management Integration Connectivity with external document management systems |
. | No information available |
|
CRM Integration Ability to connect with customer relationship management systems |
. | No information available |
|
ETL Tools Built-in extract, transform, load capabilities for data integration |
. | No information available |
|
Third-party Service Connectors Number of pre-built connectors for common third-party services |
. | No information available |
|
Webhook Support Ability to trigger external systems based on events within the platform |
. | No information available |
|
Integration Monitoring Tools to monitor and troubleshoot integration points |
. | No information available |
|
Data Mapping Tools Functionality for mapping data fields between different systems |
. | No information available |
Security & Compliance
(0 Yes /0 Known /13 Possible features)
|
Multi-factor Authentication Support for additional authentication factors beyond passwords |
. | No information available |
|
Role-based Access Control Granular permission system based on user roles |
. | No information available |
|
Data Encryption Standards Strength of encryption used for sensitive data |
. | No information available |
|
Audit Logging Comprehensive logging of all system actions and access |
. | No information available |
|
Compliance Certifications Number of relevant security/privacy certifications held |
. | No information available |
|
Penetration Testing Frequency How often security penetration testing is conducted |
. | No information available |
|
Privacy Controls Features supporting GDPR and other privacy regulations |
. | No information available |
|
Security Monitoring Real-time monitoring for security threats and breaches |
. | No information available |
|
Data Loss Prevention Controls to prevent unauthorized data exfiltration |
. | No information available |
|
Regulatory Update Process Systematic process for implementing regulatory changes |
. | No information available |
|
Vulnerability Management Process for identifying and addressing security vulnerabilities |
. | No information available |
|
Compliance Reporting Automated reports demonstrating regulatory compliance |
. | No information available |
|
IP Restriction Capabilities Ability to restrict system access based on IP address |
. | No information available |
Technical Performance
(0 Yes /0 Known /12 Possible features)
|
System Uptime Guaranteed availability of the platform |
. | No information available |
|
Response Time Average time for system to respond to standard transactions |
. | No information available |
|
Scalability Ability to handle increasing numbers of members and transactions |
. | No information available |
|
Disaster Recovery Comprehensive disaster recovery capabilities and processes |
. | No information available |
|
Backup Frequency How often system data is backed up |
. | No information available |
|
Recovery Time Objective Targeted time to restore system after failure |
. | No information available |
|
Browser Compatibility Range of web browsers supported |
. | No information available |
|
Mobile Device Support Range of mobile operating systems supported |
. | No information available |
|
Concurrent User Capacity Maximum number of simultaneous users supported |
. | No information available |
|
Release Frequency How often system updates and new features are released |
. | No information available |
|
System Monitoring Comprehensive monitoring of system performance and issues |
. | No information available |
|
Performance Testing Regular testing to ensure system performance under load |
. | No information available |
Support & Implementation
(0 Yes /0 Known /12 Possible features)
|
Support Hours Availability of vendor technical support |
. | No information available |
|
Support Channels Number of different ways to access technical support |
. | No information available |
|
Response Time SLA Guaranteed response time for support requests |
. | No information available |
|
Training Resources Comprehensiveness of available training materials |
. | No information available |
|
Implementation Methodology Structured approach to system implementation |
. | No information available |
|
Data Migration Services Assistance with migrating data from legacy systems |
. | No information available |
|
Customization Services Availability of services for system customization |
. | No information available |
|
User Documentation Quality and comprehensiveness of system documentation |
. | No information available |
|
Administrator Training Formal training programs for system administrators |
. | No information available |
|
Knowledge Base Searchable repository of support articles and solutions |
. | No information available |
|
User Community Active community of users for peer support and knowledge sharing |
. | No information available |
|
Dedicated Account Management Assigned account manager for ongoing relationship |
. | No information available |
Cost & Contract
(0 Yes /0 Known /13 Possible features)
|
Pricing Model Structure of pricing (per member, flat fee, tiered, etc.) |
. | No information available |
|
Implementation Cost One-time cost for system implementation |
. | No information available |
|
Annual License Cost Recurring annual cost for system license |
. | No information available |
|
Contract Length Options Flexibility in contract duration terms |
. | No information available |
|
Cost Predictability Transparency and predictability of costs over contract term |
. | No information available |
|
Upgrade Costs Additional costs associated with system upgrades |
. | No information available |
|
Support Package Options Variety of support packages available at different price points |
. | No information available |
|
Volume Discounts Availability of discounts based on member volume |
. | No information available |
|
Additional Module Costs Transparency of costs for additional system modules |
. | No information available |
|
Service Credits Availability of service credits for SLA violations |
. | No information available |
|
Contract Flexibility Ability to modify contract terms as needs change |
. | No information available |
|
Exit Costs Costs associated with terminating the contract early |
. | No information available |
|
Data Extraction Costs Costs for extracting data when leaving the platform |
. | No information available |
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.
More Fiduciary Management Systems
More Compliance and Governance ...
Regulatory Compliance Tracking
(0 Yes /0 Known /14 Possible features)
|
Regulation Database Integration Integration with databases of global, national, and regional pension regulations. |
. | No information available |
|
Automated Regulatory Alerts System notifies users of regulatory updates or compliance deadlines. |
. | No information available |
|
Jurisdiction Support Ability to support multiple regulatory jurisdictions simultaneously. |
. | No information available |
|
Policy Change Logging Automatic recording of policy and regulatory changes relevant to the fund. |
. | No information available |
|
Custom Compliance Rules Administrators can define and maintain fund-specific compliance requirements. |
. | No information available |
|
Real-Time Compliance Status Dashboard Display of current compliance status across all regulated areas. |
. | No information available |
|
Audit Trail for Compliance Activities Detailed and immutable logging of compliance-related actions taken within the system. |
. | No information available |
|
Automated Rule Checking System automatically checks transactions and decisions for regulatory compliance. |
. | No information available |
|
Compliance Reporting Engine Generation of required compliance and regulatory reports. |
. | No information available |
|
Exception Management Mechanism to flag, track, and resolve compliance exceptions. |
. | No information available |
|
Document Archival & Retention Policies Support for compliance with document retention requirements. |
. | No information available |
|
Regulatory Sandbox Safe testing of policies against hypothetical regulatory changes. |
. | No information available |
|
Predefined Regulatory Templates Templates for processes, forms, and disclosures tailored to specific regulations. |
. | No information available |
|
Regulatory Certification Workflow Support for annual or periodic certification cycles required by law. |
. | No information available |
Governance Process Management
(0 Yes /0 Known /14 Possible features)
|
Board and Committee Management Tools for scheduling, recording, and archiving board/committee meetings and decisions. |
. | No information available |
|
Decision Logging Detailed records of all trustee and management decisions. |
. | No information available |
|
Task Assignment and Tracking Assign, monitor, and record the completion of fiduciary tasks. |
. | No information available |
|
Meeting Agenda and Minutes Generator Automated preparation and storage of meeting agendas and minutes. |
. | No information available |
|
Policy Approval Workflow Structured workflow for policy review and approval. |
. | No information available |
|
Voting Mechanisms Secure tools for recording votes and resolutions. |
. | No information available |
|
Conflict of Interest Disclosure Captures and manages required conflict of interest disclosures. |
. | No information available |
|
Signature Capture and Management Electronic signature integration for governance documents. |
. | No information available |
|
Prudence Checklists Guided checklists to ensure prudence in key decision areas. |
. | No information available |
|
Fiduciary Calendar Automated tracking of key governance dates and recurring obligations. |
. | No information available |
|
Role-Based Access Controls Customizable permissions for trustees, administrators, auditors, etc. |
. | No information available |
|
Automatic Policy Reminders System reminders for policy reviews and updates. |
. | No information available |
|
Version History & Change Tracking Logs of all changes to governance documents and policies. |
. | No information available |
|
Escalation Triggers Escalation or alerting when critical governance actions are missed. |
. | No information available |
Risk and Conflict of Interest Management
(0 Yes /0 Known /14 Possible features)
|
Conflict of Interest Registry Central repository for all conflict of interest disclosures and reviews. |
. | No information available |
|
Conflict Resolution Workflow Structured process for mitigating and resolving conflicts of interest. |
. | No information available |
|
Risk Mapping Tools Visualization and tracking of governance, operational, and investment risks. |
. | No information available |
|
Risk Assessment Questionnaires Automated tools to periodically assess trustee and organizational risk. |
. | No information available |
|
Risk Exposure Dashboard Real-time dashboard and reporting of risk exposures. |
. | No information available |
|
Incident Management Workflow Track and resolve compliance or governance incidents. |
. | No information available |
|
Gift and Entertainment Registry Logging of all gifts and entertainment received/given in line with conflict policies. |
. | No information available |
|
Automated Conflict Screening System checks all transactions and actions for possible conflicts. |
. | No information available |
|
Risk Policy Repository Central storage for risk-related policies and mitigations. |
. | No information available |
|
Third-party Exposure Tracking Track involvement of advisors, vendors, or partners. |
. | No information available |
|
Disclosure Frequency How often conflict and risk disclosures are mandated and captured. |
. | No information available |
|
Conflict Management Analytics Analysis and visualization of conflict of interest trends and resolutions. |
. | No information available |
|
Attestation Workflow Automated collection of annual or periodic attestations from trustees and staff. |
. | No information available |
|
Incident Response Time Average time to resolve risk, conflict, or compliance incidents. |
. | No information available |
Audit Support and Documentation
(0 Yes /0 Known /14 Possible features)
|
Immutable Audit Logs Tamper-evident, securely stored logs of all system activity. |
. | No information available |
|
Audit Report Generator Automated creation of audit reports by period, department, or obligation. |
. | No information available |
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Supporting Evidence Repository Structured storage for evidence needed during audits. |
. | No information available |
|
Timeline Reconstruction Tools Reconstructs event timelines for audit queries. |
. | No information available |
|
Read-Only External Auditor Access Permission controls for external auditors to access relevant documents and logs. |
. | No information available |
|
Audit Workflow Templates Prebuilt audit process templates for various types of audits. |
. | No information available |
|
Automated Data Retention Schedules Enforced policies for archival and destruction of data. |
. | No information available |
|
Exception Audit Findings Tracking Flagging and managing follow-up on exceptions noted by audits. |
. | No information available |
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Audit Frequency Tracker Management of audit cycles and recurring requirements. |
. | No information available |
|
Audit Preparation Checklist Guided tools for pre-audit preparation steps. |
. | No information available |
|
Quality Control Review Workflow Peer or supervisor review steps for key materials prior to audit submission. |
. | No information available |
|
Audit Trail Redaction Tools Tools to redact sensitive data before auditor access when appropriate. |
. | No information available |
|
System Certification Support Assistance with demonstrating system certifications (SOC, ISO, etc.). |
. | No information available |
|
Log Data Export Capabilities Options for exporting selected log data for deep forensic analysis. |
. | No information available |
Prudent Process Documentation
(0 Yes /0 Known /14 Possible features)
|
Checklists for Key Decisions Customizable checklists for prudent decision criteria in major areas such as investments and plan amendments. |
. | No information available |
|
Rationale Capture Structured fields and narrative tools to document the rationale for every key decision. |
. | No information available |
|
Due Diligence Tracker Monitors and records completion of research and due diligence items. |
. | No information available |
|
Documentation Completeness Score Automatically rates the thoroughness of process documentation. |
. | No information available |
|
External Expert Input Capture Records advice, opinions, or documentation from external advisors. |
. | No information available |
|
Integrated Document Management Central storage and versioning for all supporting documents. |
. | No information available |
|
Systematic Review Scheduling Automated reminders for periodic review of earlier decisions and processes. |
. | No information available |
|
Peer Benchmarking Tools Reference to industry-accepted prudent practices and processes. |
. | No information available |
|
Prudence Attestation Collection Periodic collection of personal certifications from trustees that prudent processes were followed. |
. | No information available |
|
Guided Process Workflows Step-by-step workflows to guide users through prudent process requirements for major actions. |
. | No information available |
|
Gap Analysis Tool Identifies missing steps or documentation compared to best practices. |
. | No information available |
|
Investment Policy Compliance Tracker Monitors adherence to established investment policy statements. |
. | No information available |
|
Board Approval Evidence Log Captures and stores all evidence of board or committee approvals. |
. | No information available |
|
Bulk Document Upload Ability to bulk upload related documentation for decisions. |
. | No information available |
Secure Document Management
(0 Yes /0 Known /14 Possible features)
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Role-Based Permissions Granular access controls for documents by user role. |
. | No information available |
|
Encryption at Rest and in Transit Strong encryption standards for data storage and transfer. |
. | No information available |
|
Multi-factor Authentication Enforces MFA for users accessing sensitive documents. |
. | No information available |
|
Document Version Control Tracks changes and maintains history of document revisions. |
. | No information available |
|
Document Expiry and Review Dates Automated tracking of document review and expiration timelines. |
. | No information available |
|
Watermarking and Access Logging Adds watermarks to sensitive documents and logs all access activity. |
. | No information available |
|
Secure External Document Sharing Controls and monitors sharing of documents with outside parties. |
. | No information available |
|
Redaction Tools Built-in function to redact confidential or personal information. |
. | No information available |
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Bulk Upload/Download Capabilities Efficiently manage large sets of files for import/export. |
. | No information available |
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Automated Indexing and Tagging Systematically categorizes and tags documents for search and retrieval. |
. | No information available |
|
Disaster Recovery and Backup Automated, secure backup and restore procedures for all documents. |
. | No information available |
|
Document Retention Policies Support for enforcing legally required document retention rules. |
. | No information available |
|
Document Search and OCR Full-text and metadata search, including OCR for scanned documents. |
. | No information available |
|
Access Time Tracking Measures how long documents are accessed for security reviews. |
. | No information available |
User Experience and Accessibility
(0 Yes /0 Known /14 Possible features)
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Intuitive User Interface Modern, user-friendly design for easy navigation. |
. | No information available |
|
WCAG Accessibility Compliance Supports Web Content Accessibility Guidelines for users with disabilities. |
. | No information available |
|
Multi-language Support Platform available in multiple languages. |
. | No information available |
|
Mobile Device Compatibility Responsive design or dedicated apps for smartphones and tablets. |
. | No information available |
|
Personalized Dashboards Customizable dashboards tailored to user roles. |
. | No information available |
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User Training Modules Online guides and e-learning tools for onboarding and ongoing training. |
. | No information available |
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Self-Service Help Center Extensive FAQ and ticketing for user support. |
. | No information available |
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Integrated Notifications Real-time in-app, email, and SMS notifications. |
. | No information available |
|
Customizable Workflows Adapt workflow steps and approvals to organization needs. |
. | No information available |
|
Session Timeout Controls Configurable automatic logout controls for user sessions. |
. | No information available |
|
Service Uptime Percentage Average monthly or yearly platform uptime. |
. | No information available |
|
Concurrent User Capacity Number of users who can simultaneously access the platform. |
. | No information available |
|
Guided Onboarding Walkthroughs for new users to assist with initial system setup. |
. | No information available |
|
Customizable Theme Settings Allows users to personalize the platform's look and feel. |
. | No information available |
Integration and Interoperability
(0 Yes /0 Known /14 Possible features)
|
API Availability Comprehensive APIs for integration with external applications. |
. | No information available |
|
Data Import/Export Utilities Automated and manual tools for bulk and scheduled data transfer. |
. | No information available |
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Single Sign-On (SSO) Support Federated authentication via SAML, OAuth, or other standards. |
. | No information available |
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Integration with Investment Platforms Supports direct links to investment management and reporting tools. |
. | No information available |
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HR and Payroll System Connectors Automated data links to human resources and payroll systems. |
. | No information available |
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Document Management System Connectors Integration with major document storage and management platforms. |
. | No information available |
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Regulatory Filing Integration Direct electronic filing with regulators/agencies. |
. | No information available |
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Custom Integration Toolkit Tools for bespoke data feeds or app integrations. |
. | No information available |
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Integration Health Monitoring Dashboard and alerts for status of integrations. |
. | No information available |
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Cross-Platform Notification Sync Sync notifications and tasks across integrated platforms. |
. | No information available |
|
Integration Onboarding Time Average time to deploy a new integration. |
. | No information available |
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Vendor Marketplace Catalog of pre-integrated third-party apps. |
. | No information available |
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Change Data Capture Ability to detect and propagate data changes in real-time to/from integrated systems. |
. | No information available |
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Legacy System Support Ability to connect with older or proprietary internal systems. |
. | No information available |
Security and Privacy Management
(0 Yes /0 Known /14 Possible features)
|
Data Encryption End-to-end encryption for data at rest and in transit. |
. | No information available |
|
Intrusion Detection and Prevention Monitors and blocks potential cyber threats and intrusions. |
. | No information available |
|
Regular Security Audits Frequent third-party and internal audits to ensure security best practices. |
. | No information available |
|
User Access Logging Tracks all user access and actions within the platform. |
. | No information available |
|
Granular Permission Controls Configurable security policies and user roles. |
. | No information available |
|
Personal Data Anonymization Tools to anonymize participant and trustee data as required. |
. | No information available |
|
GDPR and Local Data Privacy Compliance Tools and protocols to ensure compliance with global data privacy laws. |
. | No information available |
|
Incident Notification Workflow Automated workflow for reporting data breaches or suspicious activity. |
. | No information available |
|
Encryption Key Management Controlled distribution and lifecycle management of encryption keys. |
. | No information available |
|
IP Whitelisting/Blacklisting Limiting platform access by IP address. |
. | No information available |
|
DDoS Protection Defense against distributed denial-of-service attacks. |
. | No information available |
|
Automated Threat Intelligence Feeds Incorporates real-time threat intelligence and updates. |
. | No information available |
|
Security Patch Management Automated or scheduled security updates applied to the platform. |
. | No information available |
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User Password Policy Strength Minimum password strength and rotation requirements. |
. | No information available |
Reporting and Analytics
(0 Yes /0 Known /14 Possible features)
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Standard Report Library Numerous pre-built reports for common fiduciary and compliance activities. |
. | No information available |
|
Ad-Hoc Report Builder Flexible tools to create customized reports. |
. | No information available |
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KPI Dashboard Dashboard of key performance and risk indicators. |
. | No information available |
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Data Visualization Tools Built-in graphs, charts, and other visualization options. |
. | No information available |
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Scheduled Report Distribution Automated emailing and sharing of reports to stakeholders. |
. | No information available |
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Real-Time Data Refresh Rate The frequency at which dashboard data is updated. |
. | No information available |
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Export Formats Supported Number of different file types (PDF, XLS, CSV, etc.) for exports. |
. | No information available |
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Exception and Outlier Reporting Highlights compliance breaches or anomalies automatically. |
. | No information available |
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Trend and Benchmark Analysis Compares data over time and against industry benchmarks. |
. | No information available |
|
Role-Based Report Access Restricts report visibility/access based on user role. |
. | No information available |
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Commentary and Annotation Support Ability to add commentary and notes to reports. |
. | No information available |
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Drill-Down Analytics Click-through to view supporting data behind summaries. |
. | No information available |
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Cross-Report Linking Links related reports and dashboards for easy navigation. |
. | No information available |
|
Self-Service Analytics Training Guided training for users to utilize analytics features. |
. | No information available |
Support and Service
(0 Yes /0 Known /14 Possible features)
|
24/7 Technical Support Round-the-clock support for users via multiple channels. |
. | No information available |
|
Dedicated Customer Success Manager Assigned experts to help clients maximize platform value. |
. | No information available |
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Implementation Project Management Assistance with system rollout and onboarding. |
. | No information available |
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Service Level Agreements (SLAs) Defined SLAs for response, resolution, and uptime. |
. | No information available |
|
User Community and Forums Peer-to-peer support and knowledge sharing. |
. | No information available |
|
Regular Feature Updates Continual software improvements and feature launches. |
. | No information available |
|
Incident Ticketing System Online system for raising and tracking support requests. |
. | No information available |
|
Knowledge Base/Documentation Detailed user manuals, FAQs, and troubleshooting guides. |
. | No information available |
|
Average Issue Resolution Time Typical support issue turnaround timeframe. |
. | No information available |
|
Customer Feedback Integration Structured mechanism for collecting and incorporating user feedback. |
. | No information available |
|
Change Management Support Help adapting to changing regulations or organization structure. |
. | No information available |
|
Onsite Training and Workshops Available in-person expertise as needed. |
. | No information available |
|
Automated Health Check Reports Regular system status and health summaries. |
. | No information available |
|
Consultative Best Practice Guidance Access to expert advice on governance and compliance best practices. |
. | No information available |
Pension Fund Accounting Systems for Financial Operations
Specialized accounting platforms that handle the unique requirements of pension fund accounting, including unitization, pooled fund accounting, and complex fee structures across multiple investment types.
More Pension Fund Accounting Systems
More Financial Operations ...
Core Accounting and General Ledger
(0 Yes /0 Known /10 Possible features)
|
Multi-currency Ledger Ability to maintain and report financial records in multiple currencies. |
. | No information available |
|
Flexible Chart of Accounts Support for customizable account structures to accommodate various fund types and regulatory needs. |
. | No information available |
|
Automated Journal Entries System automatically posts journal entries after transactions. |
. | No information available |
|
Accrual Accounting Support for both accrual and cash-based accounting methods. |
. | No information available |
|
Inter-fund Accounting Support for accounting between multiple sub-funds or pooled arrangements. |
. | No information available |
|
Audit Trails Complete logs tracking every change in accounting entries. |
. | No information available |
|
Reconciliation Automation Automated reconciliation of accounts and data sources. |
. | No information available |
|
Period End Processing Speed Average time to complete month-end or year-end closing processes. |
. | No information available |
|
Batch Processing Ability to process large batches of transactions simultaneously. |
. | No information available |
|
Error Handling and Correction Tools for detecting, flagging, and correcting errors with audit history. |
. | No information available |
Unitization and Net Asset Value (NAV) Calculation
(0 Yes /0 Known /10 Possible features)
|
Automatic NAV Calculation System automatically calculates daily NAV per unit. |
. | No information available |
|
Support for Multi-class Funds Supports NAV and unit valuation for funds with multiple share/unit classes. |
. | No information available |
|
Historical NAV Tracking Keeps history of daily/periodic NAVs for compliance and benchmarking. |
. | No information available |
|
Unit Allotment Automation Automatically allots units based on contributions and redemptions. |
. | No information available |
|
NAV Calculation Speed Time taken to compute NAV for all funds per cycle. |
. | No information available |
|
Dividend and Distribution Processing Automatic calculation and posting of dividends and capital gains to unit holders. |
. | No information available |
|
Unit Pricing Adjustment Tools Facilities for adjusting NAV/unit price due to errors or revaluations with controls. |
. | No information available |
|
Unit Transaction Limits Maximum unit transactions (subscriptions/redemptions) supported per day. |
. | No information available |
|
NAV Error Detection Automated detection and notification of abnormal NAV movements. |
. | No information available |
|
Unit Reconciliation Automatic matching of units record with underlying assets and transactions. |
. | No information available |
Investment and Asset Accounting
(0 Yes /0 Known /10 Possible features)
|
Multi-Asset Support Supports accounting for equities, fixed income, alternatives, real estate, derivatives, cash, and more. |
. | No information available |
|
Trade Capture and Matching Ability to automatically capture and match trades from order management or custodian feeds. |
. | No information available |
|
Automated Corporate Actions Processing Handles splits, dividends, mergers, and other corporate actions automatically. |
. | No information available |
|
Mark-to-Market Valuation Real-time or periodic market value computation for all assets. |
. | No information available |
|
Custom Asset Classification Create customized groupings or classifications for reporting or analysis. |
. | No information available |
|
Unrealized/Realized Gains Calculation Automatic tracking and calculation of gains and losses per investment. |
. | No information available |
|
Asset Valuation Speed Processing time for full portfolio asset valuation. |
. | No information available |
|
Integration with Custodians/Market Data Direct connectivity for asset positions, trades, and prices. |
. | No information available |
|
Asset Holding Limit Maximum number of assets handled per legal entity. |
. | No information available |
|
Shadow Accounting Ability to run parallel valuation/accounting versus external administrator or custodian records. |
. | No information available |
Fee Administration and Expense Processing
(0 Yes /0 Known /10 Possible features)
|
Fee Rule Flexibility Configurable rules for multiple fee types (fixed, tiered, performance-linked, etc.). |
. | No information available |
|
Automatic Fee Calculation and Posting Calculation and auto-booking of all fees to accounts and/or units. |
. | No information available |
|
Expense Allocation Engine Automated distribution of expenses across funds, participants, or accounts. |
. | No information available |
|
Fee Simulation Tools Modelling and forecasting of different fee outcomes/scenarios. |
. | No information available |
|
Fee Processing Speed Average time to compute and book all fees for a processing cycle. |
. | No information available |
|
Bulk Expense Upload Ability to import multiple expense items in one operation. |
. | No information available |
|
Audit of Fee Changes Full logging of any manual fee edits and reversals. |
. | No information available |
|
Regulatory Fee Disclosure Support Automated provision of fee breakdowns for member/disclosure reports. |
. | No information available |
|
Fee Cap Controls System enforces mandated caps on specific fee types. |
. | No information available |
|
Fee Rebate Handling Automatic processing of rebates or discounts at account/unit level. |
. | No information available |
Member Accounting & Contributions Management
(0 Yes /0 Known /10 Possible features)
|
Contribution Allocation Automation Automatically allocates contributions to chosen funds or investment options. |
. | No information available |
|
Member Transaction History Tracks all inflows, outflows, switches, fees, and benefit payments at member level. |
. | No information available |
|
Member Unit Statement Generation On-demand or scheduled statement generation for each member. |
. | No information available |
|
Batch Contribution Processing Speed Time required to process a batch of contributions. |
. | No information available |
|
Automated Contribution Validation System automatically checks for contribution limits and errors. |
. | No information available |
|
Incomplete Contribution Follow-up Automation Tracks and alerts for incomplete or failed member contributions. |
. | No information available |
|
Benefit Payment Workflow Automation Workflow for automated approval and payment of benefits/withdrawals. |
. | No information available |
|
Member Account Capacity Maximum number of member accounts system can support. |
. | No information available |
|
Portability & Rollovers Support for rollovers and transfers between pension schemes. |
. | No information available |
|
Tax and Regulatory Reporting for Members Automated generation of individual member regulatory/tax reports. |
. | No information available |
Pooled Fund and Multi-Manager Support
(0 Yes /0 Known /10 Possible features)
|
Nested/Pooled Entity Structure Support Models and consolidates multi-level fund and pooled investment structures. |
. | No information available |
|
Manager-Level Accounting Tracks performance and transactions at individual manager or sub-fund level. |
. | No information available |
|
Cross-Fund Allocations System supports re-allocations across internal/external pooled vehicles. |
. | No information available |
|
Daily Multi-Fund NAV Rapid NAV calculation across multiple funds/entities. |
. | No information available |
|
Segregated and Commingled Asset Handling Tracks and reports on segregated and commingled assets distinctly. |
. | No information available |
|
Look-Through Accounting Supports look-through to underlying assets in fund-of-funds and pooled structures. |
. | No information available |
|
Maximum Number of Pooled Entities Supported System’s capacity for handling separate pooled accounts/entities. |
. | No information available |
|
Automatic Manager Report Consolidation Aggregates and produces consolidated reports at manager or pooled entity level. |
. | No information available |
|
Allocations by Member/Fund Supports allocation of investment returns by individual members or funds. |
. | No information available |
|
Pooled Fund Fee Allocation System can allocate fees accurately in pooled/multi-manager structures. |
. | No information available |
Regulatory Compliance and Reporting
(0 Yes /0 Known /10 Possible features)
|
Automated Regulatory Filing Generates standard regulatory returns (e.g. 5500, SFTR, Solvency II) as per jurisdiction. |
. | No information available |
|
Customizable Report Templates Allows for creation/editing of custom regulatory and management report formats. |
. | No information available |
|
Real-Time Compliance Alerts System alerts when limits, thresholds, or regulatory breaches occur. |
. | No information available |
|
Document Management and Retention Policies Embedded document retention and compliance documentation management. |
. | No information available |
|
Regulatory Data Feed Integration Automated ingestion of regulatory rule updates for compliance. |
. | No information available |
|
Audit Report Generation Speed Time to generate full audit and compliance report set. |
. | No information available |
|
Multi-jurisdiction Support System supports regulations in multiple countries. |
. | No information available |
|
Pre-validation of Compliance Data In-built validation for completeness and accuracy before submission. |
. | No information available |
|
E-Signatures for Regulatory Submissions Integrated e-signature workflows for filing documents. |
. | No information available |
|
Automated Regulatory Schedule Updates System auto-updates regulatory submission schedules and deadlines. |
. | No information available |
System Integration and Data Management
(0 Yes /0 Known /10 Possible features)
|
Open API Support Availability of REST/SOAP APIs for real-time integration with external platforms. |
. | No information available |
|
Batch Import/Export System supports large batch data uploads/downloads. |
. | No information available |
|
Pre-built Connectors to Custodians & Banks Readymade integrations with popular custodians, payment processors, and data vendors. |
. | No information available |
|
Automated Data Reconciliation Automatic data validation and reconciliation with external sources for assets, cash, transactions. |
. | No information available |
|
Custom Data Mapping Flexible mapping tools for non-standard data formats. |
. | No information available |
|
Data Storage Capacity Maximum structured data supported by the platform. |
. | No information available |
|
Real-time Data Sync Frequency Minimum interval for real-time system data updates. |
. | No information available |
|
ETL (Extract, Transform, Load) Capabilities Full-fledged ETL functionality for mass data transformation/migration. |
. | No information available |
|
Bulk Transaction Upload Limits Maximum number of transactions per batch upload. |
. | No information available |
|
Data Anonymization Tools Assists with GDPR/privacy compliance via anonymization. |
. | No information available |
User Experience and Workflow Automation
(0 Yes /0 Known /10 Possible features)
|
Role-Based Access Controls Granular permissions and workflow routing by user roles. |
. | No information available |
|
Customizable Dashboards Personalized, real-time dashboards with widgets for KPIs and exceptions. |
. | No information available |
|
Automated Notifications Alerts via email/SMS/app for workflow actions and exceptions. |
. | No information available |
|
Mobile Access Support Responsive web or mobile app access for users. |
. | No information available |
|
User Concurrent Session Limit Maximum number of users simultaneously accessing the system. |
. | No information available |
|
Workflow Builder Tools Drag-and-drop or scriptable workflow automation tools. |
. | No information available |
|
Single Sign-On (SSO) Integration Supports modern SSO protocols for seamless access. |
. | No information available |
|
Audit of User Actions Comprehensive logs of all user actions for security and compliance. |
. | No information available |
|
Custom Report Scheduler Automatic scheduling and delivery of recurring reports. |
. | No information available |
|
Accessibility Compliance Adherence to web accessibility standards (e.g., WCAG, ADA). |
. | No information available |
Data Security, Backup, and Disaster Recovery
(0 Yes /0 Known /10 Possible features)
|
Data Encryption In-Transit and At-Rest Uses advanced encryption (e.g., AES-256) for all data. |
. | No information available |
|
Configurable Backup Frequency Ability to set backup schedules per data category. |
. | No information available |
|
Automated Disaster Recovery Testing Regular automated failover testing to ensure continuity. |
. | No information available |
|
Data Retention Policy Engine Configurable rules for storing, archiving, or deleting records. |
. | No information available |
|
Incident Response Time Maximum time to acknowledge and begin response to a security incident. |
. | No information available |
|
Uptime SLA Guarantee Guaranteed system uptime percentage per annum. |
. | No information available |
|
Failover Recovery Time Objective (RTO) Maximum expected downtime before full system recovery. |
. | No information available |
|
Vulnerability Scanning Automated scheduled scans for system vulnerabilities. |
. | No information available |
|
Penetration Testing Regular third-party penetration/security testing of the system. |
. | No information available |
|
User Security Training Tools Resources/training modules on data security for users. |
. | No information available |
Implementation, Support, and Vendor Stability
(0 Yes /0 Known /10 Possible features)
|
Implementation Timeline Average time for full setup and data migration. |
. | No information available |
|
Dedicated Account Manager Named support manager for each client. |
. | No information available |
|
24/7 Technical Support Round-the-clock technical helpdesk availability. |
. | No information available |
|
User Training Programs Comprehensive onboarding and ongoing training for system users. |
. | No information available |
|
User Documentation Quality Full user and technical manuals available and updated. |
. | No information available |
|
Release Update Frequency Scheduled intervals between new feature or patch releases. |
. | No information available |
|
System Customizability Degree to which processes, screens, and integrations can be customized. |
. | No information available |
|
Size of Support Team Number of dedicated support professionals. |
. | No information available |
|
Financial Health of Vendor Vendor’s Dun & Bradstreet or credit risk score. |
. | No information available |
|
Client Retention Rate Percentage of clients retained over the last 3 years. |
. | No information available |
Payment Processing Systems for Financial Operations
Secure platforms that manage the disbursement of pension benefits to retirees and beneficiaries, supporting multiple payment methods, tax withholding, and payment verification.
More Payment Processing Systems
More Financial Operations ...
Security & Compliance
(0 Yes /0 Known /10 Possible features)
|
PCI DSS Compliance Adherence to Payment Card Industry Data Security Standards for secure card payments. |
. | No information available |
|
GDPR Compliance Ensures all personal data is handled in accordance with General Data Protection Regulation. |
. | No information available |
|
Data Encryption All sensitive information is encrypted at rest and in transit. |
. | No information available |
|
Audit Logging Comprehensive logs of system activities for compliance and troubleshooting. |
. | No information available |
|
Role-Based Access Control (RBAC) Access rights are granted based on user roles to ensure data security. |
. | No information available |
|
Multi-factor Authentication Requires users to verify identity with more than one authentication method. |
. | No information available |
|
User Permission Granularity Level of detail in specifying user rights and restrictions. |
. | No information available |
|
Automated Regulatory Reporting System generates files conforming to legal reporting requirements (e.g. tax authorities). |
. | No information available |
|
Regular Security Audits Frequency of formal, independent security assessments. |
. | No information available |
|
Incident Response Protocols Documented processes for managing security breaches or payment incidents. |
. | No information available |
Payment Method Support
(0 Yes /0 Known /10 Possible features)
|
Bank Transfer Support Can disburse payments directly to beneficiaries’ bank accounts. |
. | No information available |
|
Check Payment Support Ability to issue physical checks to beneficiaries. |
. | No information available |
|
Digital Wallet Integration Supports modern digital wallet services (e.g., PayPal, Apple Pay). |
. | No information available |
|
International Payment Support Ability to disburse funds in multiple currencies and across countries. |
. | No information available |
|
ACH/EFT Capability Supports Automated Clearing House and Electronic Funds Transfer mechanisms. |
. | No information available |
|
Direct Deposit Setup Number of unique direct deposit configurations supported. |
. | No information available |
|
Batch Payment Processing Ability to process multiple payments in a single transaction group. |
. | No information available |
|
Cash Card Support Supports reloadable pension/disbursement cards. |
. | No information available |
|
Automated Payment Scheduling Ability to schedule routine disbursements automatically. |
. | No information available |
|
Customizable Payment Cycles Flexibility in configuring payment periodicity (monthly, quarterly, etc.). |
. | No information available |
Tax Withholding & Reporting
(0 Yes /0 Known /10 Possible features)
|
Multi-jurisdiction Tax Handling Accurately processes multi-state/country tax withholdings. |
. | No information available |
|
Automated Tax Calculation Calculates tax deductions based on current rates and exemptions. |
. | No information available |
|
Form Generation (e.g., 1099, W-2P) Produces required tax forms for pension disbursements. |
. | No information available |
|
Tax Withholding Customization Adjusts withholding levels per beneficiary preferences or mandates. |
. | No information available |
|
Annual Statement Distribution Prepares and delivers annual tax summary statements to beneficiaries. |
. | No information available |
|
Electronic Tax Filing Integration Links directly to tax authority filing systems. |
. | No information available |
|
Real-time Tax Updates Automatically updates tax tables to reflect legislative changes. |
. | No information available |
|
Withholding Summary Reports Provides reports summarizing withholdings by date, person, or fund. |
. | No information available |
|
Tax Liability Calculation Speed Time taken to calculate total tax liabilities per batch. |
. | No information available |
|
Integrated Tax Advice Tools Guidance pop-ups or modules for administrators regarding tax impacts. |
. | No information available |
Payment Verification & Fraud Prevention
(0 Yes /0 Known /10 Possible features)
|
Automated Beneficiary Identity Verification Instantly verifies beneficiary identities via public records and internal databases. |
. | No information available |
|
Pre-payment Sanctions Screening Screens recipients against government and financial watchlists. |
. | No information available |
|
Duplicate Payment Alerts System flags potential duplicate disbursements for review. |
. | No information available |
|
Payment Reversal Handling Supports automated reversal and recovery of disputed or fraudulent transactions. |
. | No information available |
|
Machine Learning Fraud Detection Utilizes AI/ML to spot anomalous payment activity patterns. |
. | No information available |
|
Two-Step Payment Confirmation Requires double confirmation for outgoing payments. |
. | No information available |
|
Real-time Validation Speed Average time to fully validate and approve a payment. |
. | No information available |
|
Automated Beneficiary List Matching Cross-references recipient info with internal eligibility lists. |
. | No information available |
|
Biometric Verification Support Supports fingerprint, facial, or voice authentication for beneficiaries. |
. | No information available |
|
Suspicious Transaction Alert Rate Percentage of transactions flagged as suspicious within a period. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
|
ERP System Integration Interfaces smoothly with enterprise resource planning tools. |
. | No information available |
|
API Availability Supports documented APIs for external software connections. |
. | No information available |
|
Banking System Integration Directly links with multiple banks for seamless transfers. |
. | No information available |
|
Payroll System Sync Synchronizes payment data with payroll modules automatically. |
. | No information available |
|
Third-party Data Import Allows bulk beneficiary and payment data import from external sources. |
. | No information available |
|
Open Banking Support Operates with standard open banking APIs/protocols. |
. | No information available |
|
Legacy System Adapter Can connect with and migrate data from older pension platforms. |
. | No information available |
|
Integration Deployment Time Typical time required to integrate with a new third-party system. |
. | No information available |
|
Data Synchronization Frequency How often system data syncs with external systems. |
. | No information available |
|
SFTP/FTPS Support Secure file transfer options for periodic data exchanges. |
. | No information available |
User Experience and Accessibility
(0 Yes /0 Known /10 Possible features)
|
Multi-language UI User interface available in several languages. |
. | No information available |
|
Mobile Access Full access to functions and data on mobile devices. |
. | No information available |
|
Self-service Beneficiary Portal Beneficiaries can view/pay statements, change details, and request services online. |
. | No information available |
|
Accessibility Compliance (WCAG) Meets Web Content Accessibility Guidelines for users with disabilities. |
. | No information available |
|
Customizable Dashboards Users can tailor home screens to track relevant metrics and info. |
. | No information available |
|
Bulk Actions Support Administrators can process multiple changes/payments in one step. |
. | No information available |
|
Average User Training Time Time needed for a typical user to become proficient. |
. | No information available |
|
24/7 Support Availability Customer support is available at all hours. |
. | No information available |
|
Notification & Alert Customization Users can configure email, SMS, or in-app alerts for key events. |
. | No information available |
|
Real-time Activity Logs Tracks all actions per user in real-time for transparency. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
|
Max Supported Beneficiaries Maximum number of active beneficiaries supported without degradation. |
. | No information available |
|
Max Payment Processing Throughput Number of payments processed per minute at peak. |
. | No information available |
|
Average Payment Processing Latency Typical delay from initiation to completion of payment. |
. | No information available |
|
Concurrent User Support Number of simultaneous active users supported reliably. |
. | No information available |
|
Cloud-native Architecture Designed for dynamic scalability and uptime. |
. | No information available |
|
Automatic Load Balancing Distributes processing evenly to prevent system slowdowns. |
. | No information available |
|
Disaster Recovery Time Objective (RTO) Maximum acceptable downtime after disruption. |
. | No information available |
|
System Uptime Guarantee Percentage of time the platform is operational. |
. | No information available |
|
On-demand Resource Scaling Dynamically allocates resources during peak events (like month-end). |
. | No information available |
|
Geographical Redundancy Platform is hosted across multiple data centers/regions. |
. | No information available |
Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
|
Custom Report Builder Admins can design ad hoc reports based on core data. |
. | No information available |
|
Scheduled Reports Automatic generation and distribution of regular reports. |
. | No information available |
|
Real-time Dashboard Analytics Displays up-to-the-minute disbursement and performance metrics. |
. | No information available |
|
Export Options Supports export to multiple formats (CSV, PDF, XLS, etc.). |
. | No information available |
|
Regulatory Report Templates Includes pre-built templates for government or internal compliance. |
. | No information available |
|
Drill-down Capabilities Allows users to get more detail on summarized metrics or anomalies. |
. | No information available |
|
Forecasting Tools Predicts outflows, funding needs, and beneficiary growth. |
. | No information available |
|
Data Visualization Support Displays trends, graphs, and charts for quick understanding. |
. | No information available |
|
Custom Metrics Creation Permits custom key performance indicator definitions. |
. | No information available |
|
Average Report Generation Speed Average time to generate detailed reports from system. |
. | No information available |
Cost Management & Fee Transparency
(0 Yes /0 Known /10 Possible features)
|
Clear Fee Disclosure All system fees and payment charges are transparently displayed. |
. | No information available |
|
Granular Fee Customization Admins can configure fees by payment method, timing, or volume. |
. | No information available |
|
Automated Fee Calculation System automatically computes fees per beneficiary/transaction. |
. | No information available |
|
Bulk Fee Adjustments Support for adjusting fees across groups or phases with minimal effort. |
. | No information available |
|
Fee Structure Comparison Tools Generate comparative analysis of different pricing models. |
. | No information available |
|
Per Transaction Fee Reporting Breaks down fees for every transaction. |
. | No information available |
|
Fee Reimbursement Handling System can account for and process fee reimbursements when required. |
. | No information available |
|
Max Supported Pricing Tiers Maximum number of unique fee/pricing tiers supported. |
. | No information available |
|
Average Fee Processing Latency Time to apply, compute, and present fee information. |
. | No information available |
|
In-system Fee Simulation Test potential changes to fees and view impacts without committing. |
. | No information available |
Automation & Workflow Management
(0 Yes /0 Known /10 Possible features)
|
Workflow Automation Engine Allows automation of recurring tasks and processes. |
. | No information available |
|
Customizable Approval Chains Payment processes can require configurable, multi-step approvals. |
. | No information available |
|
Automated Exception Handling Identifies, flags, and addresses processing exceptions automatically. |
. | No information available |
|
Integrated Notifications/Reminders Automated alerts triggered by workflow events. |
. | No information available |
|
Task Delegation Support Allows tasks to be re-assigned or delegated in workflows. |
. | No information available |
|
Workflow Execution Speed Average time to pass a payment through the full approval/release cycle. |
. | No information available |
|
Batch Automation Automates handling of bulk payment or update requests. |
. | No information available |
|
Conditional Logic for Workflows Supports if/then rules based on data (amounts, beneficiary status, etc.). |
. | No information available |
|
Template Library Includes ready-to-use templates for common pension disbursement workflows. |
. | No information available |
|
Audit Trails for Automated Actions Every automated action is traceable for accountability and compliance. |
. | No information available |
Maintenance, Updates & Vendor Support
(0 Yes /0 Known /10 Possible features)
|
Automated Software Updates The system self-updates with latest features and compliance requirements. |
. | No information available |
|
Scheduled Maintenance Windows Defined, communicated periods for planned maintenance. |
. | No information available |
|
24/7 Vendor Support Availability Round-the-clock technical and product support from vendor. |
. | No information available |
|
Issue Resolution SLA Guaranteed time for vendor to resolve different classes of problems. |
. | No information available |
|
System Health Monitoring Automated checks and alerts for operation problems. |
. | No information available |
|
Documentation Quality Index Internal rating of system documentation completeness and clarity. |
. | No information available |
|
User Community/Forum Access Active online community for peer support and tips. |
. | No information available |
|
Proactive Issue Detection Automatically identifies and reports issues before they impact users. |
. | No information available |
|
Customization Support Vendor can tailor certain solutions or components for client needs. |
. | No information available |
|
Migration Services Vendor-assisted data migration from legacy or competing systems. |
. | No information available |
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