Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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

Product Features

Product Features

Alternatives

Pension OS Reviews

Pension OS

Union.dev

Alternatives

PensionGold Reviews

PensionGold

Levi, Ray & Shoup
PENFAX Reviews

PENFAX

JEA
Milliman MARC Reviews

Milliman MARC

Milliman
PX3000 Reviews

PX3000

Penad Pension Services