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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Ensure accurate allocations consistently. Automatically compute and apply sharing percentages exclusively to funds authorized to incur expenses. Streamline accounts payable across the entire firm, granting seamless access to exact expense reporting. By using EAS, you can prevent penalties for misallocations and automate allocation policies, guaranteeing that expenses align with fund agreements and disclosures. The conventional method of distributing expenses among funds is often complex and unclear. Additionally, intricate Excel-based allocations frequently harbor concealed errors because of insufficient controls. Such allocation errors can jeopardize asset managers, leading to potential reimbursement delays or misallocations, which can ultimately affect their financial integrity. Embracing automated solutions can significantly enhance accuracy and transparency in expense management.

Description

The FundOfficeXG system by basys can significantly enhance the efficiency of your benefits administration by meticulously tracking all facets of your contributions accounting and eligibility management. This robust administration suite, combined with easy-to-use online self-service portals, equips you with the necessary tools to oversee, monitor, and compute eligibility and employer contributions effectively. FundOfficeXG boasts an extensive array of advanced processing capabilities, offering a comprehensive solution for both the remittance and collection of benefit contributions, as well as managing eligibility for your members and their families. Built on a secure and reliable calculation engine with adaptable parameters under your control, FundOfficeXG streamlines even the most intricate tasks, such as administering multiemployer health eligibility, managing hour banks, handling retiree health benefits, processing premium billing, and facilitating COBRA procedures. By leveraging this powerful tool, organizations can improve their overall operational efficiency and ensure compliance with benefits regulations seamlessly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Kicksite No 

Integrations

Kicksite Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
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 No 

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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

IntegriDATA

Founded

2002

Country

United States

Website

integri-data.com/products/eas-fund-expense-allocation-system/

Vendor Details

Company Name

basys

Founded

1977

Country

United States

Website

www.basys.com/benefits-administration-software/fundoffice/

Product Features

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management No 

Product Features

Benefits Administration

COBRA Administration Yes 
Claims Management Yes 
Deduction Management No 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant Yes 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration Yes 
Retirement Plan Management Yes 

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