Pension Administration Software
PTAS® is tailored for the specialized needs of the pension fund administrator. Designed for efficient recording of defined-contribution plans, PTAS® minimizes labor-intensive activities by allowing direct import of employee contributions from an employer's file. With its sophisticated asset module, PTAS® lets an administrator allocate according to the specifications of an employee or employer, reducing paper flow and user error. PTAS® increases operational efficiency by recording all employees' and employers' data and contributions in one centralized system.
Features for Pension Administration Include:
Management
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Employee Management
- Employee Data record keeping
- Employee KPIs management
- Beneficiaries and related party tracking
- Retirement details and notification
Onboarding
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Plan On boarding
- Support for public and private pension funds
- PTAS supports defined-benefits plan
- PTAS supports defined-contribution plans
- Rule based automation capabilities support STP of retirement process
- Business rules to manage by exception
Process
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Automated Contribution Process
- Automated Contribution Process
- Maintain Contribution History and work history
- Payment and cashflow management
- Front and Back end loads and CDSC charges
- Fee Management
- Vesting Periods
Contribution Split
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Employer, Employee, Voluntary Contribution Split
- Linkage of all employee contributions
- Employer contribution notification
- Employee contribution across multiple funds
- Employee asset allocation
- Automatic data verification
Self Service Portals
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Employers/Employees Self Service Portals
- Interactive dashboards and reports
- eForm and checklist processing
- Email Integration
- 360⁰ view of accounts and all associated relationships
- Real Time access to Reports and investment information
Automation
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Report Automation
- Regulatory, operational, compliance, audit and user-defined reports
- Dynamic reporting scheduler
- Custom query-based report builder
- Multi-format data export facility
- Archive Report Gateway (ARG)
- Email Report Gateway (ERG)
- Fax Report Gateway (FRG)
- Watermarking
- Dynamic report scheduling
- Universal language reporting capabilities
query management
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Workflow & customer query management
- Automated workflow process
- Ability to track and monitor KPI and critical success factors
- Advanced search capabilities
- Paperless business processes
Intelligence and data analytics
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Dashboards with Business Intelligence and data analytics
- Complete Holistic views of members, employers data
- Business Intelligence through the Dashboard, Analytics, and Reporting tools
- Automated customer outreach
- OCR and QR Barcoding for workflow automation
- Role-based permissions
system
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Document management system
- Streamlined central storage and organization of documents
- Advanced Digital document repository
- Tracking of Investor communications in one case file
tool
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System Integration tool
- Integration in real time or via scheduled export
- Open architecture - Automated exchange of data via API
- Bulk import and export of data
Benefits:
Package Options
KOGER® is a leading worldwide provider of financial services software. We offer a powerful, seamlessly integrated suite of products and solutions, as well as SaaS (Software as a Service) and cloud hosting options that are designed to improve the efficiency of your operations. We invite you to explore the package options below and consider which best suits the stage of your organization at the present time:
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Transfer
Agency
NTAS is the gold standard for fund adminsitration and is used extensively in the alternative fund management…
PRIVATE
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Workflow
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Built on decades of industry expertise and using the most innovative next-generation technologies, our products have become turnkey solutions for the Financial Services Industry. Contact us to see how our comprehensive, integrated suite of solutions can improve the efficiency of your operations.
