Optimise your savings and pensions business
In a rapid moving pension and life insurance market, we provide you with the benefits from a highly standardised platform embracing both full scale pension products with claims handling and tax and retirement planning, combined with a saving advisory core enabled for robotics and AI services.Our solution allows you to set up goal based savings, model portfolios supported by saving agreements and microsavings allowing individual risk profiles.
Combined with robotics and AI, portfolios are monitored and continuously valuated, allowing automated re-allocation, balancing and optimisation.
Our automatic model and trading solutions will help you service a greater number of clients, with superior quality and customer experience.
Head of Advisory Sales, Core Solutions, Financial Services
Save time
Faster time to market solution with standardised services delivered through a single platform, with the ability to configure core modules as your business evolves.
Cost-effective technology
A single standardised API provides cost efficiency, utilising the same API across internal or external channels and platforms. Case handling workflows are automated, saving time and resources.
Future-proof services
Long-term strategy is secured through technology- and platform- independent solutions, ensuring there are no spikes in investment due to future changes in technology.
Key features
Standard product engine
Savings and pensions can be set up on an individual or group basis, with a standardised product engine to tailor offerings accordingly, through a complete pension saving platform.
Automatic monitoring
Reconciliation of risk, asset re-balancing and re-investment is automated, in a simple to monitor service.
Customisation
Standard model portfolios are easily configured for individual customisation.
Reporting and payments
Tax reports and payments following retirement are automatically produced. Insurance events are automated, including re-buy, death and transfer to beneficiaries.
