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:


Employee
Management

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Employee Management

  • Employee data record keeping
  • Employee KPI management
  • Beneficiary and related party tracking
  • Retirement details and notifications

Plan
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

Automated Contribution
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

Employer, Employee, Voluntary
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

Employer/Employee
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

Report
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

Workflow & Customer
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

Dashboards with Business Intelligence & Data Analytics

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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

Document management
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

System Integration
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:

Enhanced operational
efficiency
Improved customer
service
Increased product
and service innovation
Reduced operational
risk
Enhanced auditing
& security
Increased client
transparency

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REQUEST A DEMO

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.