Pension Fund Administrator 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 Fund Administrators Include:
Management
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Employee Management
- Employee data record keeping
- Employee KPI management
- Beneficiary and related party tracking
- Retirement details and notifications
Onboarding
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Plan Onboarding
- Support for public and private pension funds
- Support for defined-contribution plans
- Rule-based automation capabilities to support STP of retirement process
- Business rules to manage exceptions
Process
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Automated Contribution Process
- Maintenance of contribution history and work history
- Payment and cash flow management
- Front and back end loads and CDSC charge management
- Fee management
- Vesting period management
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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Employer/Employee 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
- Dynamic report scheduler
- Pension employee reports
- Pension employer reports
- Employer payroll reporting
- Employee statements
- Custom query-based report builder
- Multi-format data export facility
- Ad hoc reporting
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
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Dashboards with Business Intelligence & Data Analytics
- Complete holistic views of member and employer data
- Business Intelligence through the dashboard, analytics, and reporting tools
- Automated customer outreach
- OCR and QR barcoding for workflow automation
- Role-based user permissions
system
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Document management system
- Streamlined central storage and organization of documents
- Advanced digital document repository
- Tracking of investor communication in one case file
tool
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System Integration tool
- Multi-layer security
- 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
EQUITY FUND
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With PENTAS take your operational efficiency to the next level and ensure the integrity ...
AML, KYC & Customer Onboarding
Provide end to end global visibility through comprehensive tracking, and status reporting...
Workflow
MANAGEMENT
A powerful combination of document management and workflow capabilities opens ...
Automated Order
and Payment
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BAM enables clients to connect to counterparties using the ISO 20022 protocol ...
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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.
