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FIS Retirement Planning and Administration from FIS Global
Comprehensive retirement plan management, plan design, participant communication tools, compliance monitoring, investment analytics, and integration with digital advice platforms.
Product analysis by function
Retirement Planning Systems for Financial Planning
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
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Client Data Management
(0 Yes /0 Known /10 Possible features)
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Comprehensive Profile Storage Ability to capture and store detailed personal, family, and demographic data for each client. |
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Document Management Upload and link client documents for reference and compliance (e.g., tax returns, Social Security statements). |
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Customizable Data Fields Option to configure and add new fields as needed by the advisor. |
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Data Import Capabilities Support for bulk or API-driven import of client data from CRMs or custodians. |
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Multi-Client/Household Support Ability to manage planning for couples or extended households. |
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Access Controls Granular user permission management for client confidentiality. |
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Audit Trails Track and log changes to client data for compliance. |
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Data Encryption Secure encryption for data at rest and in transit. |
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Data Backup Frequency How often the client data is backed up. |
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Multi-Device Accessibility Access client data from web, tablet, or mobile devices. |
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Retirement Scenario Modeling
(0 Yes /0 Known /10 Possible features)
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Goal-Based Planning Set and track retirement lifestyle goals. |
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Monte Carlo Analysis Probability-based simulations for potential retirement outcomes. |
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Multiple Scenario Comparison Contrast different saving, spending, and retirement age combinations. |
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Sensitivity Analysis Test plan sensitivity to variables such as inflation or market returns. |
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What-If Calculators Interactive tools for instant scenario changes (e.g., early retirement). |
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Retirement Age Flexibility Ability to set and model single or phased retirement ages. |
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Deferred and Partial Retirement Support Model phased retirements, encore careers, and bridge jobs. |
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Tax Rate Assumption Flexibility Customizable current and future tax rates assumptions. |
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Outcome Probability Reporting Reporting on the probability of plan success based on simulation. |
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Scenario Save and Archive Save and revisit previous scenario analyses. |
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Savings and Contribution Planning
(0 Yes /0 Known /10 Possible features)
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Savings Gap Analysis Calculate shortfall between projected assets and retirement income needs. |
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Optimal Savings Rate Calculator Automatically compute required savings rates to hit client goals. |
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Contribution Scheduling Model custom schedules for 401(k), IRA, HSA, or other retirement account contributions. |
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Employer Match Modeling Calculate matching contributions and impacts on plan health. |
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Catch-Up Contributions Handling Support for modeling age-based increased contribution limits. |
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Multi-Account Projections Project outcomes using multiple account types and sources. |
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Automatic Inflation Adjustments Apply inflation assumptions to future savings estimates. |
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Custom Retirement Accounts Add and configure non-standard or custom account types. |
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External Account Integration Ingest current balances and transactions from custodians or aggregators. |
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Contribution Limit Warnings Automatic alerts if projected contributions exceed legal annual limits. |
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Retirement Income Planning
(0 Yes /0 Known /10 Possible features)
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Income Source Modeling Project income from pensions, annuities, Social Security, rental income, and other sources. |
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Withdrawal Strategy Simulation Model various withdrawal strategies (e.g., 4% rule, bucket, dynamic withdrawals). |
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Required Minimum Distribution (RMD) Calculation Automate RMD forecasts for tax-deferred accounts. |
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Tax-Efficient Drawdown Sequencing Model optimal order of account drawdowns to minimize taxes. |
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Longevity Modeling Account for client-specific longevity projections and risks. |
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Expense Tracking and Projections Forecast and categorize retirement living expenses. |
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Spending Shock Events Model possible one-time expenses (e.g., healthcare events, home purchase). |
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Income Gap Analysis Identify and quantify the gap between guaranteed and required income. |
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Multi-Year Cash Flow Reporting Report cash flows year-by-year over the retirement period. |
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Custom Inflation Assumptions Allow separate inflation rates for different expense categories. |
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Social Security Optimization
(0 Yes /0 Known /10 Possible features)
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Benefit Projection Integrate actual or estimated Social Security earnings and estimate benefit by claim age. |
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Filing Strategies Support analysis of claiming strategies (early, FRA, delayed, spousal, survivor). |
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Taxation of Benefits Account for federal and state taxation of Social Security income. |
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Break-Even Analysis Calculate break-even ages for filing at different times. |
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Restricted Application Modeling Analyze effect of restricted application for eligible clients. |
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Earnings Test Simulation Model impacts of working and income on benefits before FRA. |
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Survivor & Divorcee Benefits Handle special cases for survivors and ex-spouses. |
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Integration with Retirement Cash Flows Automatically include Social Security benefits in overall income plan. |
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Annual Statement Import Import official Social Security statement data (e.g., .xml or PDF parsing). |
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Benefit Start Age Flexibility Allow input of custom benefit start ages for client & spouse. |
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Tax Planning and Analysis
(0 Yes /0 Known /10 Possible features)
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Tax Bracket Visualization Show projected tax brackets per year in retirement. |
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Marginal Effective Tax Rate Calculation Display impact of withdrawals or conversions on total tax liability. |
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Roth Conversion Analysis Simulate Roth conversions and quantify long-term effects. |
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Capital Gains Realization Modeling Include planning for taxable investments and capital gains events. |
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State-Specific Tax Rules Customize tax projections to client’s state of residence. |
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Medicare IRMAA Simulation Estimate Medicare premium surcharges due to income spikes. |
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Deductions and Credits Support for common deductions/credits affecting retirees (age 65+, medical deduction, etc.). |
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Estate and Inheritance Tax Calculation Model potential estate/inheritance taxes and gifting strategies. |
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Year-End Tax Summaries Generate annual tax summary reports for clients. |
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Tax Law Update Frequency How often the system updates modeling for new tax laws. |
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Integration and Data Connectivity
(0 Yes /0 Known /10 Possible features)
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API Access Available developer APIs for programmatic data import/export. |
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Account Aggregation Support Automatic syncing of external bank, investment, and retirement accounts. |
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Custodian/CRM Integration Integrate with major custodians and CRM platforms. |
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Real-Time Data Feeds Support for live prices and position updates. |
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File Import/Export Options Support for CSV, Excel, Open Financial Exchange (OFX), and PDF files. |
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Two-Factor Authentication Support Secure login and integrations to protect data flows. |
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Single Sign-On (SSO) Seamless login across platforms with corporate SSO. |
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Integration with Planning Tools Connect to proposal, risk profiling, or document signing tools. |
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Update/Sync Frequency How often external data updates (e.g., balances, transactions). |
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Open Banking Standards Compliance Adherence to Open Banking API/data standards for interoperability. |
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Reporting and Presentation
(0 Yes /0 Known /10 Possible features)
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Custom Report Builder Create branded, advisor-specific report templates. |
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Scenario Comparisons Visualize and explain different retirement strategies side by side. |
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Export Formats Export reports in PDF, web, and Excel formats. |
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White-Labeling Offer branding options for advisory firms. |
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Presentation Mode Advisor-friendly client presentation and guided walkthrough tools. |
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Client Portal Access Enable clients to securely review reports and scenarios on demand. |
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Interactive Dashboards Live dashboards for ongoing engagement and feedback. |
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Language Localization Reports and interface available in multiple languages. |
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Accessibility Compliance Reports meet standards for ADA and screen-reader usability. |
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Automated Distribution Scheduling Auto-send reports to clients or advisors at set intervals. |
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User and Advisor Experience
(0 Yes /0 Known /10 Possible features)
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Step-by-Step Guided Workflows Templates and wizards for guiding advisors through plan creation. |
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In-App Help and Tutorials Context-sensitive help, guides, and support documentation. |
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Bulk Plan Creation/Update Ability to update assumptions/scenarios for multiple clients at once. |
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Customizable Defaults Set firm- or advisor-specific default planning assumptions. |
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Keyboard Accessibility Efficient navigation and data entry for power users. |
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Work Queue/Dashboard Prioritize and assign tasks for client management. |
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Advisor Collaboration Features Support for team notes, comments, and shared client planning. |
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Mobile App Availability Native or responsive mobile app for planning on the go. |
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Performance Speed Average time to run/report a complex scenario. |
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Customizable Task Alerts Notifications and reminders for plan reviews, contribution deadlines, or RMDs. |
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Compliance and Security
(0 Yes /0 Known /10 Possible features)
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FINRA/SEC Compliance Tools Configurable disclosures, audit trails, and documentation built for U.S. regulation. |
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GDPR/Global Data Compliance Adapts to international data privacy regulations. |
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Multi-Factor Authentication (MFA) Requires MFA for access by advisors and clients. |
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Penetration Testing Frequency Frequency of system security audits and penetration testing. |
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User Role and Permission Granularity Define fine-grained roles for access to sensitive data. |
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Data Encryption Level Encryption standard used for all client data. |
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Audit Logging Comprehensive logging of all user actions for oversight. |
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Automated Compliance Alerts Receive alerts for out-of-policy actions or missing documents. |
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Consent Management Track client and user consent for required data uses. |
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Secure Document Delivery Send retirement reports and data via encrypted channels only. |
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Product Support and Updates
(0 Yes /0 Known /10 Possible features)
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Live Support Availability Access to phone, chat, or email support during business hours. |
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24/7 Emergency Support Round-the-clock support for critical issues. |
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Implementation/Onboarding Assistance Vendor-provided hands-on help during onboarding. |
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Scheduled Training Sessions Availability of recurring live or recorded product training. |
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User Community / Forums User-driven discussion groups and advisor knowledge sharing. |
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Knowledge Base Depth Breadth of searchable documentation and FAQs. |
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Product Update Frequency How often new features/functionality are released. |
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Bug Fix Response Time Average time to fix critical system bugs. |
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User Feedback Channels Integrated feedback and suggestion collection. |
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Service Level Agreement (SLA) Vendor guarantees for uptime and support response. |
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