Features
- Accurate member register
- Online login for members and employers
- Capture or import new client details
- Bank account and contact details
- Employer and member contribution
- Submit group schedules online
- Administrator and fund sponsor online login
- Reserve account management
- Policy data reports
- Audit trail and history on changes
- Contribution certificates and submission to revenue services
- Merging of entities and accounts
- Outstanding requirements and checklists
- Advisers with minimum fees structures
- Default fund selections and models
- Add or import new instruments
- Late payment management
- Bulk take-on and resignations
- Personal share portfolios (PSP), unit trusts, money market
- Re-pricing instruments that deals in amount only
- Oversell and undersell if sell in amount
- Add-hoc fees and adjustments
- Cancel dealer instructions and corrections
- Share or unit transfer in and out
- Recurring payments with tax calculations
- Asset class setup and reporting
- Group risk and benefits
- Tax table setup per year
- Manual identify of bank entries like charges
- Easy tax submissions
- Risk and benefit calculations
- Dealing in the market
- Cash management
- Reconciling market deals with member records
Effective member level administration. Archaic systems and manual processes can increase administration overheads and eat into profits. It can become cumbersome and expensive.
Use our software to manage Retirement Annuity Funds, Pension Preservation Funds, Provident Preservation Funds, Managed Annuities, Living Annuities, Umbrella Funds and Group Retirement Annuities and other corporate investment business in an accurate and efficient manner. Have easy access to all transactions and history of who changed what.
