HOME NEWS ARTICLES PODCASTS VIDEOS EVENTS JOBS COMMUNITY TECH DIRECTORY ABOUT US
at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
This platform supports comprehensive investment management and reporting capabilities, focusing on performance analytics, compliance, transaction processing, and integration with existing financial systems.
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
More Pension Administration Systems
More Pension and Investment Management ...
Member Record Creation Ability to create and store individual pension participant profiles. |
. | No information available |
Data Validation Rules Enforcement of data integrity through required fields and format checks. |
. | No information available |
Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
. | No information available |
Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
. | No information available |
Document Storage Capability to attach and store participant documents (IDs, forms). |
. | No information available |
Data Encryption at Rest Participant data is encrypted on storage media. |
. | No information available |
Automated Duplicate Detection Automatic identification and alert for duplicate records. |
. | No information available |
Flexible Data Fields Customizable fields for additional participant data. |
. | No information available |
Self-Service Portal Participants can access and update their own information. |
. | No information available |
Annual Statement Generation Automatically generate and distribute annual account summaries. |
. | No information available |
Data Export/Import Ability to export and import participant data in multiple formats. |
. | No information available |
Data Retention Policy Support Implement configured rules for retention and deletion of records. |
. | No information available |
Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
. | No information available |
Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
. | No information available |
Projection Tools Allows users to model future benefits under various scenarios. |
. | No information available |
Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
. | No information available |
Multiple Formula Support Handles various calculation formulas for different groups or plans. |
. | No information available |
Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
. | No information available |
Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
. | No information available |
Multi-Currency Calculations Performs calculations in various currencies as required. |
. | No information available |
Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
. | No information available |
What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
. | No information available |
Speed of Calculation Time taken to perform a standard benefit calculation. |
. | No information available |
Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
. | No information available |
Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
. | No information available |
Electronic Filing Integration Ability to file reports electronically with regulators. |
. | No information available |
Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
. | No information available |
Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
. | No information available |
Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
. | No information available |
Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
. | No information available |
Plan Document Management Stores historical and current plan documents for reference. |
. | No information available |
Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
. | No information available |
Time to Generate Standard Report Typical time to run and export a regulatory report. |
. | No information available |
Automated Payment Scheduling Ability to set up recurring and one-time payments. |
. | No information available |
Direct Deposit Integration Transfers funds directly to participant bank accounts. |
. | No information available |
Check Printing Capability Generates and prints paper checks for disbursement. |
. | No information available |
Multi-batch Processing Handles multiple payment batches concurrently. |
. | No information available |
Payment Status Tracking Monitors payment statuses and failures. |
. | No information available |
Tax Withholding Calculations Automatic deduction and remittance of taxes. |
. | No information available |
Payment Notification Emails Notifies recipients of incoming payments or issues. |
. | No information available |
Suspense Account Handling Manages undeliverable payments & remediates issues. |
. | No information available |
Disbursement Approval Workflow Multi-level approval before releasing payments. |
. | No information available |
Manual Payment Override Allows authorized users to override or reissue payments. |
. | No information available |
Maximum Batches per Day Number of payment batches handled in a day. |
. | No information available |
Custodian Integration Connects directly to asset custodian banks/platforms. |
. | No information available |
Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
. | No information available |
Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
. | No information available |
Investment Switching Support Supports participants moving funds between investment options. |
. | No information available |
Performance Reporting Provides detailed investment return and risk analytics. |
. | No information available |
Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
. | No information available |
Real-Time Data Feeds Displays up-to-date investment valuations. |
. | No information available |
Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
. | No information available |
Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
. | No information available |
ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
. | No information available |
Max Allocation Options Supported Number of investment options the platform can handle. |
. | No information available |
Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
. | No information available |
Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
. | No information available |
Assumption Management Tools Manage and update economic/demographic assumptions. |
. | No information available |
Internal Valuation Engine Calculates liabilities and required contributions internally. |
. | No information available |
Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
. | No information available |
Funding Ratio Calculation Calculates and displays funded status of the plan. |
. | No information available |
Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
. | No information available |
GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
. | No information available |
Valuation History Storage Archive of historical valuations and assumptions. |
. | No information available |
Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
. | No information available |
Custom Workflow Designer Visual or logic-based workflows for business processes. |
. | No information available |
Case Tracking Assign, track, and escalate participant cases or requests. |
. | No information available |
Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
. | No information available |
SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
. | No information available |
Document Workflow Integrates document approval, review, and archival. |
. | No information available |
Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
. | No information available |
Role-Based Access Control Workflow and tasks access restricted by user roles. |
. | No information available |
Process Analytics Metrics and analytics on workflow efficiency and processing times. |
. | No information available |
Parallel & Sequential Processes Supports multiple process routing methods. |
. | No information available |
Average Case Resolution Time Mean time to handle a standard participant case. |
. | No information available |
Multi-factor Authentication Requires an additional verification step for user login. |
. | No information available |
Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
. | No information available |
Granular Permission Management Highly specific permissions for user roles and groups. |
. | No information available |
Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
. | No information available |
Data Encryption in Transit Encrypts all data exchanged with the system. |
. | No information available |
Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
. | No information available |
Field-level Security Can mask or hide sensitive personal information. |
. | No information available |
Automated Session Timeout Sessions end automatically after a period of inactivity. |
. | No information available |
IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
. | No information available |
Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
. | No information available |
Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
. | No information available |
API Availability Supports REST/SOAP APIs for real-time system interaction. |
. | No information available |
Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
. | No information available |
Payroll System Integration Imports salary/contribution data from payroll systems. |
. | No information available |
Active Directory Integration Synchronizes users and groups with directory services. |
. | No information available |
HRIS Integration Interacts with human resources information systems. |
. | No information available |
Batch File Processing Handles scheduled upload/download of files. |
. | No information available |
Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
. | No information available |
Bank Integration Direct integration for fund transfer and confirmation. |
. | No information available |
Legacy System Data Migration Assisted migration and validation of historical records. |
. | No information available |
Number of Supported Integrations Total unique, supported integration endpoints. |
. | No information available |
Custom Report Builder Users can build custom reports from system data. |
. | No information available |
Interactive Dashboards Visual, interactive dashboards with drilldowns. |
. | No information available |
Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
. | No information available |
Scheduled Report Distribution Automatic report distribution to stakeholders. |
. | No information available |
KPI Tracking Automated calculation and monitoring of key performance indicators. |
. | No information available |
Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
. | No information available |
Data Visualization Tools Charts, graphs, and other visualization formats. |
. | No information available |
Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
. | No information available |
Time to Generate Dashboard Average time to build and load a dashboard. |
. | No information available |
Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
. | No information available |
Contextual Help Help or tooltips provided throughout the UI. |
. | No information available |
Multi-language Support System can operate in multiple user-selectable languages. |
. | No information available |
Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
. | No information available |
User Training Resources Access to guides, videos, and documentation. |
. | No information available |
Service Desk Integration Integrated or linked to IT support ticketing systems. |
. | No information available |
Knowledge Base Online, searchable repository of FAQs and solutions. |
. | No information available |
In-app Guidance Step-by-step walk-throughs for processes. |
. | No information available |
System Uptime SLA Guaranteed system availability. |
. | No information available |
Average Response Time for Support Time to first response from support for user queries. |
. | No information available |
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
More Asset Allocation Optimization Systems
More Investment Strategy & Asset Allocation ...
Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.). |
. | No information available |
Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift. |
. | No information available |
Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.). |
. | No information available |
Tax Optimization Incorporation of tax-efficient asset allocation techniques. |
. | No information available |
Cash Management Management of cash positions as part of allocation decisions. |
. | No information available |
Model Portfolio Support Ability to build, track, and manage model portfolios. |
. | No information available |
Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes. |
. | No information available |
Optimization Engine Speed Average speed of running optimization calculations. |
. | No information available |
Flexible Asset Universes Easily define, update, and manage the investable universe. |
. | No information available |
Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.). |
. | No information available |
Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors. |
. | No information available |
VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios. |
. | No information available |
Stress Testing Run stress scenarios based on historical or hypothetical shocks. |
. | No information available |
Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation. |
. | No information available |
Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics. |
. | No information available |
Custom Risk Models Ability to integrate custom or third-party risk models. |
. | No information available |
Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached. |
. | No information available |
User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets. |
. | No information available |
Correlation Analytics Calculation and visualization of asset and factor correlations. |
. | No information available |
Risk Attribution Attribution of portfolio risk by asset, sector, or factor. |
. | No information available |
Gross & Net Performance Calculation Support for calculating gross and net of fee returns. |
. | No information available |
Time-weighted Return Calculation of time-weighted performance metrics. |
. | No information available |
Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR). |
. | No information available |
Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels. |
. | No information available |
Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks. |
. | No information available |
Peer Group Analysis Ability to analyze performance relative to peer funds/managers. |
. | No information available |
Performance Drift Alerts Automated notifications of performance or allocation drifts. |
. | No information available |
Periodicity Options Support for daily, monthly, and custom period return calculations. |
. | No information available |
Custom Reporting Templates Design and generate custom performance and attribution reports. |
. | No information available |
Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance. |
. | No information available |
Multi-vendor Data Feeds Support for ingesting data from major market data providers. |
. | No information available |
Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds). |
. | No information available |
Corporate Actions Processing Accurately processes corporate actions relevant to allocations. |
. | No information available |
Data Quality Checks Automated checks for missing or erroneous data. |
. | No information available |
Data Latency Typical delay between data availability and system update. |
. | No information available |
Historical Data Coverage Length of available clean historical data for analysis. |
. | No information available |
User Data Import/Export Ability to import custom data sources and export data/results. |
. | No information available |
APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.). |
. | No information available |
Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors). |
. | No information available |
Auto Update Frequency Frequency of automatic data updates. |
. | No information available |
Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates. |
. | No information available |
Customizable Dashboards Users can personalize home screens and dashboards. |
. | No information available |
Multi-device Support System can be accessed via web, desktop, and mobile. |
. | No information available |
User Roles & Permissions Fine-grained access and permissions by user type. |
. | No information available |
Help & Documentation Comprehensive help, guides, and contextual documentation available. |
. | No information available |
Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items. |
. | No information available |
UI Response Time Average time for UI page or report to load. |
. | No information available |
Accessibility Compliance Adherence to accessibility standards (WCAG, etc.). |
. | No information available |
Language Localizations Supports multiple language options for global teams. |
. | No information available |
Dashboard Widgets Availability of customizable dashboard widgets for key metrics. |
. | No information available |
Custom Report Builder Drag-and-drop or code-based custom report creation. |
. | No information available |
Scheduled Report Delivery Ability to schedule and automate report distribution. |
. | No information available |
Interactive Charts Real-time, interactive visualizations of data and scenarios. |
. | No information available |
Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis. |
. | No information available |
Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint). |
. | No information available |
Regulatory Reporting Automated generation of compliance and regulatory reports. |
. | No information available |
Comparison Views View and compare multiple portfolios or strategies side by side. |
. | No information available |
KPI Dashboards Tailorable dashboards with key performance indicators. |
. | No information available |
Time to Generate Reports Average time to produce standard analytic reports. |
. | No information available |
Templated Compliance Reports Prebuilt compliance and client-ready reporting templates. |
. | No information available |
Order Management System Integration Native integration with OMS for seamless trade execution. |
. | No information available |
External Portfolio Management Systems Interfaces with other portfolio or risk management platforms. |
. | No information available |
Data API Availability RESTful or web services APIs for data push/pull. |
. | No information available |
Customizable File Imports Support for custom file format/data structure ingestions. |
. | No information available |
Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems. |
. | No information available |
Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support. |
. | No information available |
Mobile App Integration Works with dedicated or third-party mobile applications. |
. | No information available |
Batch Data Upload Time Max time required to batch-upload large datasets. |
. | No information available |
Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions. |
. | No information available |
Plug-in Support Ability to extend capabilities via plug-ins or add-ons. |
. | No information available |
Data Encryption in Transit TLS or equivalent encryption for all transmitted data. |
. | No information available |
Data Encryption at Rest Stored data is encrypted on disk. |
. | No information available |
Role-based Access Control Access governed by granular roles and permissions. |
. | No information available |
Audit Logs Detailed and immutable records of data and user activity. |
. | No information available |
Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001. |
. | No information available |
Two-factor Authentication Enables two-factor authentication for user logins. |
. | No information available |
Data Retention Policy Management Configurable data retention and deletion policies. |
. | No information available |
Privacy Controls Configurable settings for user and client privacy preferences. |
. | No information available |
Security Patch Frequency Average frequency of security patch deployment. |
. | No information available |
Secure API Access APIs have robust authentication and authorization. |
. | No information available |
Concurrent Users Supported Max number of simultaneous users. |
. | No information available |
Portfolio Size Capacity Number of assets that can be handled in a portfolio. |
. | No information available |
Real-time Data Update Frequency Max frequency at which live data is updated and displayed. |
. | No information available |
Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs). |
. | No information available |
Cloud Deployment Option Supports cloud or SaaS deployment models. |
. | No information available |
On-prem Deployment Option Supports on-premise or private cloud installations. |
. | No information available |
Horizontal Scaling Can increase system capacity by adding more servers or nodes. |
. | No information available |
Load Balancing Automatically distributes processing or network demands. |
. | No information available |
Disaster Recovery RPO Recovery point objective for disaster scenarios. |
. | No information available |
Disaster Recovery RTO Recovery time objective for system restoration. |
. | No information available |
Client Portal Access Clients have secure access to custom portals for updates and documents. |
. | No information available |
Automated Client Statements Ability to schedule and send statements to clients without manual intervention. |
. | No information available |
Commentary & Insights Publishing Supports publishing manager commentary alongside client reports. |
. | No information available |
Audit Trail for Client Interactions Tracks all communication and document exchanges with clients. |
. | No information available |
Document Library Centralized, searchable library of reports and communications. |
. | No information available |
Custom Branding Reports and communications can be white-labeled for different clients. |
. | No information available |
E-signature Integration Supports collection of electronic signatures when necessary. |
. | No information available |
Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients. |
. | No information available |
Multilingual Client Materials Support for generating materials in multiple languages. |
. | No information available |
Secure File Transfer Securely send account information and reports directly to clients. |
. | No information available |
24/7 Technical Support Provides around-the-clock customer support and troubleshooting. |
. | No information available |
Implementation Services Professional services for system setup and migration. |
. | No information available |
User Training Programs Offers comprehensive onboarding and advanced training for users. |
. | No information available |
Release Management Regular, predictable release cycles for new features and bug fixes. |
. | No information available |
User Community Forums Vendor-maintained forums for user collaboration and support. |
. | No information available |
Client Account Manager Dedicated relationship manager for enterprise accounts. |
. | No information available |
Uptime Guarantee Percentage uptime as contractually promised. |
. | No information available |
Bug Resolution SLA Average time to acknowledge/resolve critical issues. |
. | No information available |
Third-party Integration Support Assistance with integrating the product with external tools. |
. | No information available |
Customer Satisfaction Score Average CSAT or NPS reported by clients. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.