Top Civica Pensions Alternatives

Presenting the only modern, cloud-based solution designed specifically for unions. Our extensive offering includes two highly customizable systems aimed at managing union operations and benefits administration, effortlessly connected to a state-of-the-art website and secure member portal. We have transformed the industry by developing an integrated system for growing unions, freeing you from the hassle of excessive paperwork, cumbersome communication, and the difficulties of juggling multiple platforms, thereby alleviating administrative burdens. Enjoy a seamless transition as we implement your union's specific processes, regulations, and bargaining agreements, allowing you to focus on what truly counts – your members. Our platform features a contemporary user interface that removes ambiguity and confusion. In contrast to generic solutions, we customize the system to fit your unique workflows and procedures precisely. Whether you are processing dues, entering remittances, handling grievances, facilitating communications through email and text, dispatching jobs, or managing member records, our Union Management platform is equipped to meet your needs. Additionally, for those interested in advanced union Benefits Administration, we invite you to discover our specialized Pension Reporting System, which is designed to streamline and enhance your benefits management. With our comprehensive solutions, unions can efficiently operate and thrive in today's dynamic environment.

Avenu Insights & Analytics introduces CPAS (Clearview Pension Administration Solution), a comprehensive web-based platform designed to improve the oversight of retirement plans for a variety of entities, including governmental bodies, unions, third-party administrators, and financial institutions. With a rich history of over 35 years and implementations across four continents, CPAS accommodates a wide range of pension frameworks, such as defined benefits, defined contributions, hybrid schemes, and health and welfare administration. The system features an array of integrated administrative tools, streamlined business processes, intuitive self-service portals, and powerful data management capabilities, allowing administrators to obtain a holistic view of member data and deliver exceptional service. Users benefit from secure, customized self-service portals equipped with resources for retirement modeling, planning, and calculations, which enable them to prepare proactively for their financial futures. Furthermore, CPAS is built to be both scalable and flexible, meeting the unique demands of organizations of any size. This adaptability guarantees that all users can customize the system according to their specific needs, ultimately enhancing user experience and operational efficiency. The continuous evolution of CPAS ensures it remains at the forefront of pension administration technology.

Equiniti Retirement Solutions offers a diverse range of innovative software and platform solutions designed to transform pension administration through state-of-the-art technology and digital advancements. With a rich heritage spanning over 187 years in sectors such as retail and workplace wealth, life, and pensions, EQ is dedicated to delivering technology that is ready for the future, aimed at reducing ongoing costs, improving efficiency through automation, and managing regulatory risks effectively. Their distinct administration platform, Compendia, ensures a seamless user experience, featuring automated benefit calculations, efficient document management, and self-service options for members. Specifically tailored for Local Government Pension Schemes (LGPS), the Compendia LGPS addresses the unique needs of public sector pension administration by integrating workflow automation, online member services, and real-time management insights. Additionally, EQ provides robust data solutions that tackle the risks associated with inadequate pension scheme data, promoting greater reliability and accuracy in pension management practices. This holistic strategy highlights EQ's unwavering commitment to improving the overall efficiency and effectiveness of pension administration for its clients, ensuring they are well-equipped to meet future challenges. In doing so, EQ not only enhances operational performance but also fosters trust among stakeholders.

PENFAX is an all-encompassing technology solution for pensions, comprising four essential products designed to cater to diverse organizational needs. These products utilize scalable technology that can be customized to align perfectly with your specific requirements. Our administration system, in particular, guarantees accurate calculations no matter how intricate your pension rules may be, while our portal offerings are designed to meet the unique preferences of both plan members and employers. The PENFAX Admin System includes a comprehensive array of modules that facilitate efficient pension management, trusted for handling even the most complicated plans. It boasts a powerful and adaptable rules-driven calculation engine, capable of adjusting to perform both simple and highly complex calculations, with the ability to accommodate memberships from 1,000 to 1,000,000 individuals. Our team of dedicated professionals partners with you to thoroughly understand your needs, ensuring that PENFAX is precisely configured to boost efficiency for your organization. Additionally, our continuous support ensures that your pension administration remains flexible and responsive to evolving business needs, ultimately driving sustained success over time. As a result, PENFAX not only meets current demands but also prepares you for future challenges in the pension landscape.

Pension OS, created by Union.dev, is a cutting-edge software solution designed for the administration of pension plans, streamlining the management of union pensions across a range of different plans. It boasts a centralized database that meticulously tracks comprehensive information for each member, whether they are active or have exited, allowing administrators to efficiently update contact information, manage dues, and oversee beneficiary matters while preserving a detailed audit trail of all changes. The platform supports various types of pension plans, such as defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. This sophisticated system features a modern cloud-based database, customizable workflows, security-oriented permissions and approvals, personalized reporting capabilities, payment integrations, instant statement generation, and a thorough audit trail. Furthermore, Pension OS facilitates seamless transitions for members, enabling the rapid processing of retirements, terminations, or deaths with minimal hassle, thus significantly alleviating the administrative workload. Its intuitive interface combined with robust functionalities makes Pension OS an exceptional option for unions aiming to enhance and modernize their pension management practices, ultimately fostering a more efficient and user-friendly experience for both administrators and members alike.

The Pension Administration System features a calculation engine, a data management application, a tool for generating reports, and a development platform designed for plan sponsors, third-party administrators, and benefits consultants. Its purpose is to effectively model complex benefit plans through parameter definitions, predefined business objects, and entry points that adhere to established protocols, all customized to meet distinct benefit administration requirements. Implementing an N-tier architecture, the system divides the application into multiple layers, promoting a modular design that supports scalability and enables rapid, cost-effective integration with existing client infrastructures. Moreover, the Pension Administration System is crafted to simplify all pension administration functions without necessitating intricate coding. In addition to these features, the system provides a range of functionalities aimed at improving usability and efficiency for its users. This comprehensive setup ensures that organizations can manage their pension tasks seamlessly while maintaining high levels of productivity. Furthermore, below is an extensive overview of some of the processes offered within the system.

The Milliman Actuarial Retirement Calculator (MARC) acts as a comprehensive tool for managing pension plans, with a focus on delivering accurate and effective administration of defined benefit schemes. Initiated in 1991 by a talented group comprised of Milliman actuaries, retirement consultants, web developers, and IT specialists, MARC establishes a robust foundation for the calculation of pension benefits while ensuring the upkeep of vital administrative information. Its flexible architecture caters to multiple plan varieties and supports customizable options for calculations, reports, forms, data oversight, web interfaces, and workflow processes. By promoting participant engagement, MARC includes a user-friendly website that allows employees to access their personal data, engage in self-service activities such as adding beneficiaries, manage their forms and documents, communicate with plan sponsors, create pension projections, and conduct detailed retirement modeling. Furthermore, the tool not only simplifies the management of pensions but also significantly enriches the retirement planning journey for all involved, making it a valuable asset for both administrators and participants alike.

SpyGlass, our cutting-edge software designed for enterprise-level health claims management, offers a flexible and powerful solution for achieving precise and efficient claims processing. This platform greatly simplifies the configuration of benefits and plans. Complementing SpyGlass, BenefitDriven provides specialized features such as eligibility verification, contribution accounting, and pension management tailored specifically for the Taft-Hartley sector, which includes a thorough array of data and processes for both Participants and Employers. Our comprehensive EDI gateway and scheduler, known as HIPAA Director, serves as a pivotal hub, facilitating effortless connections with vendor partners to reduce transaction costs, optimize batch transfers, and automate the entire transfer process. With SpyGlass, you not only gain a broad overview of your population but also have the ability to easily access detailed information. The platform offers a vast array of customizable reports and dashboards, allowing you to maintain complete control over your system, ensuring that all the necessary tools for informed decision-making and operational optimization are readily available. Ultimately, SpyGlass empowers organizations to significantly boost their efficiency and effectiveness in managing health claims while adapting to the evolving needs of the industry. Through its innovative features and user-friendly interface, SpyGlass stands out as the ideal choice for organizations seeking to streamline their health claims processes.

PensionPro is an all-encompassing cloud-based software solution designed to improve the efficiency of Third Party Administrators (TPAs) by streamlining plan management, enhancing client communications, and optimizing overall business operations. It comes in three distinct tiers: TRACK, TEAM, and BUSINESS, each tailored to meet various organizational needs. The TRACK tier serves as the entry-level option, providing essential tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal that enables smooth information exchange between administrators and clients. The TEAM tier expands upon the functionalities of TRACK by adding features like online data collection, time tracking, mass emailing capabilities, oversight of fee schedules, and integration with ftwilliam.com for essential forms and compliance requirements. This tier is specifically designed to enhance organizational structure and simplify internal workflows, leading to increased profitability. In addition, the BUSINESS tier delivers advanced tools and analytics that empower larger organizations to optimize their operational productivity further. With each successive tier, PensionPro provides increasingly sophisticated solutions tailored to support the diverse needs of TPAs.

The PX3000 platform, created by Penad, serves as a comprehensive software solution designed specifically for the administration of pensions, adeptly handling various types of benefits and pension schemes. Its robust and scalable architecture ensures secure operations, while advanced reporting functions and self-service access empower financial institutions to effectively oversee and support both individual and group pension accounts that encompass diverse savings options. Furthermore, the PX3000 includes an extensive range of features, such as a dedicated Human Resources Administration (HRMIS) module, tools for managing retirement plans, services tailored for retirees, and a module focused on group life and health benefits, among other capabilities. This diverse functionality positions PX3000 as an invaluable resource for organizations seeking to optimize their pension administration processes and enhance overall operational efficiency. As a result, institutions utilizing PX3000 can expect significant improvements in their ability to manage and streamline pension-related tasks.

Our software delivers exceptional automated services for managing pensions efficiently. Procentia operates as a standalone company dedicated to crafting cutting-edge software solutions for the pension industry. As a recognized global leader in this field, we work hand-in-hand with our clients to provide a flexible, reliable, and cost-effective approach to pension management. The outstanding quality of our software, paired with our commitment to exceptional customer service and the knowledge of our specialized staff in pensions and financial services, solidifies our highly regarded global standing. Testimonials from our clients highlight the significant benefits they and their customers have experienced thanks to the integration of Procentia's innovative software. Our implementation and support teams comprise adept developers who possess extensive experience in the pensions and financial services sectors. Moreover, we offer a comprehensive online knowledge base and issue resolution tools that are accessible 24/7, ensuring that help is always readily available. This dedication to consistent support emphasizes our mission to empower clients in their pension administration efforts, ultimately enhancing their operational efficiency and client satisfaction.

Sagitec provides a diverse array of cutting-edge software solutions, such as Neospin™, which is a thorough browser-based system aimed at streamlining the management of pension benefits effectively. In addition, Sagitec Neosurance™ offers a fully integrated platform to manage unemployment insurance, disability insurance, and paid family leave, all accessible via a user-friendly web interface. The Sagitec HealthConnect platform enhances Medicaid member engagement by allowing users to actively participate in their health management, leveraging Microsoft's Azure cloud, which boasts HITRUST certification for robust security. Moreover, Xelence™ acts as Sagitec's low-code/no-code development environment, offering a visual interface that empowers both citizen developers and IT specialists to design, test, and deploy a wide range of applications. This platform significantly simplifies the development workflow, accommodating projects that range from simple consumer apps to intricate enterprise solutions, thanks to its intuitive drag-and-drop features and integrated enterprise architecture tools that facilitate efficient application deployment. By utilizing these innovative tools, organizations can not only boost their operational efficiency but also elevate the quality of service delivery across a multitude of sectors, thereby fostering a more responsive and effective organizational environment.

Visma Idella provides innovative software and services specifically designed for the financial sector in the Netherlands, focusing on areas such as pension management, disbursements, and social benefits. Serving over 4.3 million Dutch pension members and managing monthly disbursements of €2 billion, the firm offers cloud-based, modular, and scalable solutions that ensure compliance with both national and international regulations and security standards. As part of the global Visma Group, Visma Idella adheres to stringent requirements concerning cybersecurity, privacy, and compliance. In a time when technology significantly impacts the financial industry, the company is adept at tackling complex challenges while delivering substantial value. Our commitment lies in developing and implementing software that meets the specific needs of financial institutions, promoting efficiency and innovation within the industry. By continuously refining and adapting our solutions, we strive to improve the overall experience for our clients and their beneficiaries, ensuring they receive optimal support and services that align with their evolving needs.

While cloud technology has simplified numerous operational aspects, your team may still experience feelings of being overwhelmed. Our HR solutions are designed to automate monotonous tasks, enabling you to focus on what really matters—becoming a more strategic ally in your organization and improving the overall experience for your workforce. With our service centers, chat support, and self-service request portals, reliable HR assistance is always within reach, featuring various language options and tailored systems. Whether your employees encounter significant challenges, have minor questions, or need help navigating your systems, we are equipped to assist in all scenarios. Your HR platform excels at managing personnel, but are your processes fully capitalizing on the available technology? We don't stop at routine administrative functions; we also pinpoint opportunities for process improvement and analyze what the data indicates about your employees. This approach aims to enhance both utilization and satisfaction through a well-integrated benefits platform, ensuring your team can engage fully with the resources available to them. Ultimately, our mission is to empower your organization to realize its fullest potential and foster a more productive work environment. Additionally, by continuously refining our services, we strive to keep your HR practices at the forefront of innovation.

PensionGold® software is recognized as the leading-edge and advanced solution available for pension administration today. Designed with contemporary web technologies in mind, it functions as a browser-based tool for retirement management, boasting an extensive suite of features tailored specifically to defined benefit pension plans. This all-encompassing software is the result of insights and expertise accumulated over three decades in the industry. With a design that is both configurable and scalable, PensionGold is built on our proprietary Enterprise Solutions Foundation (ESF) platform. The ESF utilizes a multi-tiered, service-oriented architecture (SOA) that not only amplifies the capabilities of PensionGold’s diverse features but also provides users with tools for design-time configuration, enabling them to readily adapt to their changing business requirements. By adopting this cutting-edge approach, we empower our clients to effectively manage and modify their pension plans in response to shifts in their operational environments, ensuring they remain agile and responsive.

Slope Software has introduced a cutting-edge, cloud-based platform for actuarial modeling that seeks to make complex financial projections and analyses much more straightforward. This platform enables users to create models visually without the need for coding, offering live validation of formulas, which allows actuaries to build transparent and flexible models efficiently. It features an extensive library of both assets and liabilities, which simplifies the development of intricate financial products. With its high-performance mode, Slope can accelerate projection speeds by up to ten times, allowing users to quickly extract critical insights through its dynamic reporting features. In addition, the platform boasts sophisticated assumption management capabilities, which aid in the collection and monitoring of data from upstream sources to create robust assumptions. Slope also supports integration with APIs and Snowflake, which automates repetitive processes and permits users to access actuarial results alongside other vital company information, thereby enhancing overall business intelligence. By facilitating these enhancements, Slope Software not only optimizes the actuarial workflow but also significantly contributes to informed strategic decision-making for various organizations, making it an essential tool in the financial sector. Ultimately, the combination of these features positions Slope as a transformative solution in the world of actuarial science.

V3locity®, created by Vitech, is a revolutionary cloud-based solution designed for administration, engagement, and analytics, offering a wide range of business functionalities across the entire lifecycle while incorporating robust enterprise features. This cutting-edge platform effectively merges vital administrative functions with an outstanding digital user interface, enhancing the overall user experience. Its flexible modular design promotes quick and customizable deployment strategies to meet diverse business requirements. Built upon an advanced cloud-native architecture, V3locity leverages the unique strengths of AWS, guaranteeing a solution that stands out in terms of security, scalability, and resilience. As a result, it fundamentally changes the way organizations function and interact with their customers, paving the way for future advancements in business operations. The seamless integration of technology and user experience is set to redefine client engagement in various sectors.

Our cutting-edge technology is tailored specifically for the pension industry, focusing on a digital-first strategy that streamlines pension management for employers. Additionally, our application allows members to easily monitor their pension savings at any time, requiring only a quick tap. We are dedicated to wisely investing members' pension funds to secure strong returns while proactively tackling climate change, contributing to a healthier society and planet. Our objective is to reach net-zero emissions by 2040 and achieve a 50% reduction in emissions by 2025. To protect members' pension assets, we enforce robust governance practices, supported by the oversight of independent trustees. Understanding that each individual's financial circumstances during retirement can differ and shift, we created Smart Retire to cater to these evolving needs. Our focus on a user-friendly, technology-driven solution enables both employers and members to manage their pension requirements with ease and efficiency. By blending strategic investments with innovative technology, we position ourselves at the leading edge of the industry, committed to fostering both financial prosperity and social accountability, while also prioritizing transparency in our operations.

FlashPoint manages an extensive array of services such as membership administration, training for apprentices, event planning, document management, a list for those seeking work, website support, and numerous additional features. It provides tools for managing memberships, including a dedicated member portal, scheduled payments, and coordination of events, while also offering powerful capabilities for prospecting. The management of apprenticeship programs includes a variety of tasks like upgrades, on-the-job training (OJT), issuing certifications, overseeing classes, grading, and tracking attendance. In addition, it delivers thorough remittance management that encompasses benefits distribution, pension payouts, health benefits, disability assistance, annuities, and 401(k) management. Moreover, our platform aids in membership oversight and features assessment instruments, an out-of-work referral list, a complete educational module for apprenticeships, and efficient remittance tracking for fund offices, ensuring meticulous management of benefits, which covers pensions, healthcare, and other essential services. This cohesive strategy not only streamlines operations but also significantly improves communication among all parties involved, fostering a collaborative environment for continuous improvement and support.

Manage salaries, bonuses, and payroll with efficiency, enabling quick bulk processing of pay slips and straightforward tracking of loans, cash advances, or deductions for employees. Moreover, the system allows for the incorporation of pension schemes that employees can select from. This payroll solution is seamlessly integrated, making it perfect for administrators who need to synchronize with other applications, as it effectively organizes employee data—including leave, attendance, and overtime—within HR and PM modules while keeping automated salary records in the Accounting section. With a strong commitment to compliance, our system ensures accurate and standardized payroll processing that can be customized and updated to meet the latest legislative requirements across different countries. You can confidently manage compliance with statutory payroll and tax regulations while adhering to industry best practices, which facilitates a more efficient payroll experience for your organization. Consequently, this allows you to focus more on strategic initiatives and less on tedious administrative duties, ultimately enhancing productivity across your team.

Zoho Payroll stands out as a user-friendly, cloud-based payroll solution available in today's market. Key features include: - Automated calculations for salaries, taxes, and deductions - Adherence to labor and tax regulations in India, UAE, Saudi Arabia, and the USA - Online generation and distribution of payslips and pay stubs - A self-service portal for employees, complemented by mobile applications - Management of employee benefits such as healthcare, retirement plans, and paid time off - Seamless integration with Zoho Books, Zoho Expense, and Zoho People The Indian version ensures compliance with the Income Tax, Employee Provident Fund (EPF), Employee State Insurance (ESI), Labour Welfare Fund (LWF), and state-specific Professional Tax. In the UAE edition, it meets requirements for pension, end-of-service benefits, and the Wage Protection System (WPS), allowing for the employment of any GCC national with automatic pension deductions. The US edition facilitates payroll automation across all 50 states, enabling online payment of federal, state, and local taxes. Meanwhile, the Saudi Arabian edition of Zoho Payroll addresses the minimum salary mandates for Saudi nationals, calculates end-of-service benefits, and oversees social security contributions like GOSI Annuities, SANED for unemployment, and GOSI hazards, ensuring comprehensive compliance across various jurisdictions. Overall, this software simplifies the payroll process while maintaining adherence to regional regulations.

Oversee participant data, connect with payroll and HRIS systems, evaluate benefits, create worksheets and retirement information packets, and provide a self-service portal for employees to review their pension information and model retirement benefits. Furthermore, it offers administrative HR capabilities to payroll vendors to improve their payroll operations. This platform incorporates real-time two-way data synchronization through a RESTful API with the payroll database, enabling seamless interactions. Additionally, it monitors employee vaccination and testing records while securely managing documentation for verification of vaccines and tests. Users can access detailed reporting across the entire participant base, complemented by automated notifications and a self-service interface. Clients enjoy the advantages of the latest version of our primary application, which empowers our implementation teams to craft solid solutions that function effectively in both public and private sectors, promoting client satisfaction and operational efficiency. Our steadfast commitment to ongoing enhancement and user assistance underscores our focus on delivering outstanding service and support. In this way, we ensure that our clients are not only equipped with the tools they need but also receive the highest standards of quality in their operations.

PayFit is an innovative cloud-based solution for HR and payroll that seeks to streamline up to 90% of traditional payroll tasks for small to medium-sized businesses. It includes functionalities such as quick generation of payslips, automated submissions for Real Time Information (RTI) to HMRC, and effective management of pensions. Moreover, employees can access a self-service portal to check their payslips, tax documents, and manage requests for leave and expenses. On the HR front, PayFit facilitates onboarding processes, provides tools for evaluating employee performance, and allows for the creation of customizable organizational charts. Its compatibility with accounting software and strong focus on compliance with regulations significantly improves the accuracy and efficiency of payroll and HR tasks, creating advantages for businesses. Additionally, this all-encompassing platform empowers companies to prioritize strategic goals, reducing the burden of administrative duties. By leveraging automation, PayFit not only enhances operational effectiveness but also enables organizations to allocate resources more effectively toward growth and development.

Integrating built-in compliance features guarantees that local statutory regulations are met consistently. This system automates the processes of tax filing and pension fund contributions, leading to flawless payroll management. Claims and overtime payments are synchronized in real-time, ensuring a seamless payroll experience for users. Customizable reports can be generated using real-time data, which not only provides a thorough payroll overview but also offers additional insights into the payroll process. Thanks to cloud-based solutions, handling all payroll transactions is simplified and can be accomplished with just a few clicks. The platform prioritizes the privacy and security of sensitive information by enforcing specific access rights for payroll administration purposes. It also provides easily adjustable templates for payroll reports tailored to specific field requirements. Furthermore, it integrates effortlessly with leave and claims systems to support efficient processing. BIPO HRMS emerges as a user-friendly cloud-based Human Resource Management System (HRMS), meticulously designed to manage all aspects of HR and payroll within an organization, thus serving as an essential resource for businesses aiming to enhance their operational efficiency. Ultimately, this system empowers organizations to concentrate on their primary activities while ensuring both compliance and effectiveness in payroll management, thereby contributing to overall workplace productivity.

Union Fusion is responsible for a range of local dues management, oversees apprenticeship information for Joint Apprenticeship and Training Committees (JATCs), and administers remittances and benefits, along with numerous other services. The platform enables efficient collection of dues, features a member portal, supports scheduled payments, manages dues checkoff, and organizes events, all while maintaining a comprehensive contact management system. In its role overseeing apprenticeships, it addresses everything from upgrades and on-the-job training (OJT) to certifications, class administration, grading, and attendance tracking. Moreover, it efficiently manages remittances, distribution of benefits, pensions, health benefits, disability payments, annuities, and 401k accounts. Our integrated payment solution allows users to process dues in a single step, providing a quick and effective experience. Members have the convenience of paying their dues online or setting up monthly payment plans, significantly improving accessibility and flexibility. Additionally, we offer integrated communication features that leverage Amazon Simple Email and Twilio for text messaging and automated calls, ensuring that all participants remain informed and connected. This comprehensive approach not only enhances member engagement but also streamlines operational efficiency across various functions.

Combining our pension solutions with our human resources management services optimizes your operations by reducing the number of interactions needed and lowering administrative burdens. This integration fosters synergies that improve your resource efficiency and result in significant cost reductions. Our offerings are marked by reliability, consistent availability, user-friendliness, and multilingual support, catering to languages such as French, German, and English. With just a few clicks, both employees and HR personnel can conveniently access their respective sections at any time, allowing for easy entry, review, projection, and modification of salary, absence, and pension details. This enhanced accessibility not only empowers your staff but also promotes greater efficiency throughout the organization, ultimately leading to improved performance and satisfaction across the board. By streamlining these processes, you can focus more on strategic initiatives that drive growth and engagement.

Keystone by Smart offers a flexible platform designed for various organizations such as national and regional governments, financial institutions, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are tailored to align with the unique requirements of each organization and their respective markets. As the first global, cloud-native retirement savings platform, Keystone by Smart operates across four continents, helping over a million individuals manage their retirement savings in partnership with some of the world's leading financial organizations. This innovative technology solution allows financial services and governments to effectively address the needs of their customers and citizens while being responsive to future legislative changes. The platform encompasses a wide array of features, including user-friendly applications and web tools for employers and employees, alongside comprehensive data migration services that ensure a smooth transfer and consolidation of numerous accounts. By utilizing Keystone by Smart, organizations can enhance their efficiency and significantly improve the retirement planning experience for their users. Furthermore, this adaptability fosters a more proactive approach to retirement planning, enabling organizations to stay ahead in a rapidly changing financial landscape.

Etops propels the digital evolution of the financial industry with a suite of solutions specifically designed for private banks, asset and wealth management companies, family offices, and pension funds. Our extensive range of services covers the entire value chain, catering to diverse requirements such as lead generation, customer relationship management, onboarding, portfolio management, compliance, and comprehensive reporting, thereby guaranteeing that all facets of financial operations are harmoniously integrated and enhanced for optimal performance. Additionally, we prioritize user experience, ensuring that our clients can navigate the complexities of the financial landscape with ease and confidence.

Quantifi delivers advanced solutions for risk management, analytics, and trading to the international financial markets and the commodities sector. Renowned globally, Quantifi is relied upon by many of the most elite financial institutions, including five of the six largest banks, two of the three top asset managers, and numerous hedge funds, pension funds, and key market participants, among them a leading global commodity firm. The integrated framework offered by Quantifi ensures precise analytics, thorough risk management, and comprehensive support for cross-asset trading, encompassing operations from front to back, position management, and the management of market, credit, counterparty, liquidity risks, along with margining and regulatory reporting. With its cutting-edge technological advancements, Quantifi enhances usability and flexibility, enabling a dramatically reduced time to market. Furthermore, this innovative approach leads to a decrease in overall ownership costs and notable enhancements in operational efficiency, benefitting users across various sectors.

Eliminate the tedious process of manual data entry by effortlessly integrating and uploading data from your HR, Time and Attendance, and ERP systems, utilizing either spreadsheets or APIs. With Payroll Debbie, our advanced automated assistant, you can easily collect HMRC tax codes and pension opt-out details. The app's functionality allows employees to access their Live payslips at any time before payday, which not only minimizes errors but also fosters greater engagement among staff. An optional "Pay Me Now" feature offers workers the flexibility to withdraw their earned wages whenever they desire, and our automated submissions to HMRC significantly reduce compliance risks. Employees can smoothly submit Timesheets and request Time off, which are automatically processed in payroll upon managerial approval, ensuring adherence to the latest 52-week holiday regulations. My tasks send timely reminders via e-mail and SMS for employees to complete starter declarations. Additionally, self-service payslips, P60s, and P45s are automatically generated in My documents, all while ensuring compliance with GDPR standards and removing the need for insecure emails. Employees can effortlessly update their personal information such as email, phone number, address, bank details, and NI number through My details. Moreover, our Knowledgebase is readily accessible to answer any inquiries, and the pay query feature conducts automatic comparisons to ensure accuracy. This all-encompassing system not only streamlines payroll processes but also significantly enhances the employee experience and ensures compliance, ultimately leading to a more efficient workplace. By integrating these features, organizations can create a more transparent and user-friendly payroll environment.