Group Investment
Solutions

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Features

  • Easy quotes and application process
  • Submit group contributions online
  • Change members and fund selections
  • Reconcile deposits and contributions
  • Outstanding requirements
  • Late payment management
  • Bulk take-on and resignations

Reconciling monthly employee investment schedules can be a nightmare. Sending email spreadsheets back and forth between the payroll division of the employer and the administrator is just a recipe for errors. An administration nightmare is looming as soon as the business starts to grow. One of our clients was in that position and needed a solution to mange their grouped investments business.

Today they are managing thousands of investors and employers a month. By using our system employers can now login and submit schedules online. Our client can now run their Corporate Voluntary Savings and Group Retirement Annuities on the same platform processes to handle large volumes of business.

group investment solutions