Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Civica's Universal Pensions Management (UPM) is an all-inclusive, cloud-based solution for pension administration aimed at improving member experiences and optimizing operations. By unifying pension administration, document management, and payroll functions within one platform, UPM leverages advanced process automation to lower administrative expenses while enhancing data integrity. This system includes tailored online portals for both members and employers, fostering significant digital transformation and self-service options. Additionally, UPM boasts robust integration with prominent industry solutions focused on bank validation, identity confirmation, and document verification. The platform efficiently manages over 100 schemes, overseeing more than £43 billion in assets and catering to 3.5 million members. Impressively, four out of the five leading local government pension schemes have recorded the lowest 'per-member administration' costs through UPM, demonstrating its effectiveness in the field. Ultimately, UPM stands out as a vital tool for modern pension management.
Description
PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Civica
Founded
1980
Country
United States
Website
www.civica.com/en-us/product-pages/pension-fund-management-software/
Vendor Details
Company Name
PensionPro
Founded
2010
Country
United States
Website
pensionpro.com