Alternatives to Procentia
Compare Procentia alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Procentia in 2026. Compare features, ratings, user reviews, pricing, and more from Procentia competitors and alternatives in order to make an informed decision for your business.
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Union.Dev
Union.Dev
Introducing the sole contemporary, cloud-based platform for unions. Our comprehensive suite comprises two fully customized systems dedicated to union management and benefits administration, seamlessly integrated with a cutting-edge website and secure member portal. We've revolutionized the industry by crafting a unified system for unions, liberating you from the burden of paperwork and the complexities of running multiple systems. Experience a smooth transition as we seamlessly implement your union's processes and CBAs, enabling you to concentrate on what truly matters – the member. Our platform boasts a modern user interface and unlike one-size-fits-all solutions, we tailor the system to align precisely with your workflows and processes. Whether you're processing dues, managing grievances, facilitating communications, or updating member files, Union OS has you covered. For those seeking cutting-edge union Benefits Administration, explore our Pension Reporting System. -
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PensionGold
Levi, Ray & Shoup
Our PensionGold® software is the most innovative and advanced pension administration solution available today. Designed for today’s emerging web technologies, PensionGold is a browser-based retirement solution with comprehensive features tailored specifically for defined benefit pension plans. This fully integrated pension administration software is built using the knowledge, insight and experience we have acquired over the past three decades. Configurable. Flexible. Scalable. PensionGold is built upon our proprietary Enterprise Solutions Foundation (ESF) platform. ESF is a multi-tiered, service-oriented architecture (SOA) that not only powers the run-time of PensionGold’s robust feature set, but also provides the design-time configuration tools used to efficiently implement our customer’s unique and changing business requirements. -
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PX3000
Penad Pension Services
PX3000 by Penad is a comprehensive pension administration software platform that delivers a complete administration of all types of benefits and pension plans. Secure, scalable, and equipped with a robust reporting functionality and self-serve access, PX3000 helps financial institutions track and serve individuals or group pension accounts made up of a range of savings types. Penad’s PX3000 solution comes with a host of features such as a dedicated Human Resources Administration (HRMIS) module, retirement plan management, retiree administration, group life and health benefits administration module, and more. -
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The Pension Administration System is comprised of a calculation engine, data management program, report writer and development platform for use by plan sponsors, third party administrators, and benefits consultants. It models complex benefit plans through parameter definitions, pre-programmed business objects and rules-based entry points tailored to meet any defined benefit administration requirements. The system uses N-tier architecture, which partitions the application into distinct layers, enabling a flexible, building-block approach to design and growth as well as fast, cost-effective integration with existing client infrastructures. The Pension Administration System is customized to automate all pension administration functions without complex programming. Below is a list of some of the functionality (processes) that is available in the system.
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PENFAX
JEA
PENFAX is our pension technology solution, which is comprised of four core products. These solutions are built on scalable technology with flexible configuration options designed to suit your business. Together, our administration system provides accurate calculations no matter how complex your pension rules might be, while our portal products can be configured to align with the unique needs of your plan members and employers. The *PENFAX Admin System is a series of modules designed to facilitate pension administration and is trusted to help administer the most complex plans. With a powerful and flexible rules-driven calculation engine, the scalable system can be configured to perform simple or highly complicated calculations, whether your plan membership is 1,000 or 1,000,000. Our team of experts will work closely with you to understand your needs so that PENFAX is configured to run efficiently for you and your business. -
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Avenu CPAS
Avenu Insights
Avenu Insights & Analytics offers CPAS (Clearview Pension Administration Solution), a comprehensive, web-based pension administration system designed to modernize retirement plan management for government and private entities, including union trusts, third-party administrators, and financial institutions. With over 35 years of excellence and implementations across four continents, CPAS supports defined benefits, defined contributions, hybrid pension plans, and health and welfare plan administration. The platform provides integrated administrative functionality, business workflow processes, self-service portals, and data management capabilities, enabling administrators to access a holistic view of member records and deliver exceptional service. Members benefit from secure, personalized self-service portals equipped with retirement modeling, planning, and calculation tools, allowing proactive future planning. CPAS is scalable and configurable for organizations of all sizes. -
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Equiniti Retirement Solutions
Equiniti
Equiniti Retirement Solutions offers comprehensive software and platform solutions designed to transform pension administration through innovation and digitization. With over 187 years of experience in the retail and workplace wealth, life, and pension markets, EQ provides technology that is fit for the future, aiming to reduce ongoing costs, drive efficiency through process automation, and minimize regulatory risk. Their proprietary administration platform, Compendia, ensures a seamless user experience, offering features such as automated benefit calculations, document management, and member self-service portals. For Local Government Pension Schemes (LGPS), EQ's Compendia LGPS is specifically tailored to meet the unique needs of public sector pension administration, providing workflow automation, online member services, and real-time management information. Additionally, EQ offers robust data solutions to reduce risks associated with poor pension scheme data. -
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Civica Pensions
Civica
Civica's Universal Pensions Management (UPM) is a comprehensive, cloud-optimized pension administration solution designed to enhance member services and streamline operations. UPM integrates pension administration, document management, and payroll into a single platform, offering cutting-edge process automation to reduce administrative costs and improve data quality. The system features custom-built member online' and 'employer online portals, promoting advanced digital transformation and self-service capabilities. UPM also provides powerful integration with leading industry solutions for bank validation, identity, and document verification. The platform supports over 100 schemes, managing more than £43 billion in funds and serving 3.5 million members. Notably, four of the top five local government pension schemes have achieved the lowest cost of 'per-member administration' using UPM. -
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Pension OS
Union.dev
Pension OS is a modern pension administration software developed by Union.dev, designed to streamline the management of union pensions and multiple plans. The platform offers a centralized member database that maintains detailed records for all members, both past and present, enabling administrators to efficiently update contact information, manage dues, and process beneficiaries with a comprehensive audit trail for each change. Pension OS supports various plan types, including defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. Its feature-rich system includes a modern cloud database, customizable workflows, security-based permissions and approvals, customizable reporting, payment integrations, instant statements, and a full audit trail. The software facilitates seamless transitions for members, allowing quick processing of retirements, terminations, or deaths with just a few clicks. -
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Neospin
Sagitec Solutions
Sagitec’s Neospin™ pension administration software is a fully integrated, browser-based software system with comprehensive functionality for administering pension benefits. Sagitec Neosurance ™ is a fully integrated, browser-based application providing comprehensive functionality for unemployment insurance, disability insurance, and paid family leave. Sagitec HealthConnect is an enterprise SaaS platform for Medicaid member engagement, empowering your members to engage in their health. It is deployed on HITRUST certified Microsoft’s Azure cloud. Xelence™ is Sagitec's low-code/no-code platform. It is a visual software development environment that allows citizen developers and IT professionals to design, test, and deploy complex applications. Build simple consumer to complex enterprise applications without traditional programming. It is a visual environment, offering drag and drop features, and incorporates in-built enterprise architecture. -
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Smart Pensions
Smart Pensions
Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time with just the tap of a finger, using our app. We invest members' pension savings to deliver a strong return whilst also tackling climate change to make a positive difference to society and our planet. We plan to be net zero by 2040, and to make a 50% reduction in emissions by 2025. We protect members’ pension savings with strong governance, and oversight from independent trustees. Everyone’s financial needs will be different in retirement. And those needs can change as you move through your retirement journey. That's why we've created Smart Retire. Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time. -
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Milliman MARC
Milliman
The Milliman Actuarial Retirement Calculator is a comprehensive pension administration system designed to facilitate accurate and efficient management of defined benefit plans. Developed in 1991 by a team of experienced Milliman actuaries, retirement plan consultants, web developers, and IT professionals, MARC offers a robust platform that calculates pension benefits and stores all necessary data for plan administration. Its flexible architecture supports various plan types with fully customizable calculations, reports, forms, data, web pages, and workflow processes. MARC enhances participant engagement through a user-friendly website that allows employees to view personal data, perform self-service functions such as adding beneficiaries, uploading or downloading forms and documents, contact plan sponsors, run pension estimates, and conduct total retirement modeling. -
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Visma Idella
Visma Idella
Visma Idella offers innovative software and services for the financial sector in the Netherlands, focusing on pension administration, disbursements, and social provisions. Serving over 4.3 million Dutch pension participants and processing €2 billion in monthly disbursements, Visma Idella provides cloud-based, modular, and scalable solutions that ensure compliance with (inter)national regulations and security standards. As part of the international Visma Group, the company adheres to stringent cybersecurity, privacy, and compliance requirements. Technology is an essential part of the digitizing financial sector. Visma Idella is ideally suited to solving complex problems and creating demonstrable added value. Our passion lies in designing and realizing perfectly suitable software for financial institutions. -
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Altair Pension Administration
Heywood
Altair is a configurable, flexible, secure, and scalable pension administration platform built for retirement systems and administrators, delivering comprehensive benefit calculations, workflow automation, document management, bulk processing, and regulatory compliance in a unified environment. It includes a powerful calculation engine that handles complex individual and bulk calculations with high accuracy, streamlines daily processes via integrated workflow automation to reduce manual effort, supports secure document creation, export, and archiving with full auditability, and enables large-scale bulk processing of statements, allowances, and pension increases. Hosted on U.S.-based, FedRAMP-aligned infrastructure, it offers role-based access, multi-factor authentication, and real-time dashboards and self-service reporting via the Insight module. Altair is designed for seamless integration and migration, and supports multi-state regulatory demands. -
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Heywood Engage
Heywood
Heywood Engage offers pension schemes an intuitive online portal designed specifically for members, enabling secure, confident, and effortless access to vital retirement information. It presents retirement status, projected income, and goals in clear language, turning complex pension data into an accessible story. Heywood Engage supports tools for planning one’s retirement journey, employs plain language and proven storytelling techniques to reduce support queries, and gives plan analytics on member interaction. Built-in security features include electronic identity verification, SMS multi-factor authentication, and full compliance with accessibility standards (WCAG 2.1 Level AA/ADA), so all users can engage. The experience is highly user-centric: navigation is intuitive, personalized data-driven communication helps users make informed decisions, and the administrative burden on plan providers is reduced by minimizing inbound queries and automating member tasks. -
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Redii
Redii
Redii enables companies to provide retirement benefits to their global workforce. Our international pension plan is country-agnostic and plugs into existing payroll tools for seamless administration across regions. We’ve partnered with institutions like BlackRock, Allfunds, and Willis Towers Watson to provide best-in-class investment options for members. Key Features - Global Coverage: Our international pension plans are country-agnostic, meaning we can serve your team anywhere across the world across 150+ countries. - Easy Administration: We integrate seamlessly with your global payroll provider making plan administration effortless. - Automated Compliance: Our platform handles all reporting requirements and makes any required disclosures to plan participants. - White-glove Onboarding: You’ll get a dedicated implementation manager to guide you through every step, including team and payroll integration.Starting Price: $199/mo + $5/member/mo -
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SpyGlass
Beacon Technologies
SpyGlass, our enterprise-class health claims management software, offers a powerful, flexible solution for precise and timely claims processing. SpyGlass makes benefit and plan setup remarkably straightforward. BenefitDriven, fully-integrated with SpyGlass, delivers eligibility, contribution accounting, and pension management to the Taft-Hartley industry with the full range of data and processes for Participants and Employers. HIPAA Director, our all-in-one EDI gateway & scheduler, works as a hub by allowing you to directly connect with vendor partners to help avoid transaction costs, manage batch transfers, and automate transfers. SpyGlass provides a deep, landscape view of your population, with the ability to easily drill down to the higher resolution details. Hundreds of unique reports, fully customizable dashboards, and total control over your system are at your fingertips. -
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LynchVal
Lynchval Systems
Lynchval Systems Worldwide Inc. is a privately owned and operated, solutions provider that specializes in the development and support of pension & OPEB software and consulting services. Our core competency lies in our ability to partner with you to customize pension and benefit solutions. Unique product architecture with leading edge programming capability that allows for coding any and every complex plan provisions on our platform. We specialize in customizing the features of our software to fit our client's needs. Customization can be as small as adding additional options to existing features to creating a client specific interface, customized reports, or client specific calculation modules. Our products are scalable, designed to handle high or low volumes of participants with calculation speeds clients both need and desire. -
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PensionPro
PensionPro
PensionPro is a cloud-based software solution designed to optimize operations for Third Party Administrators (TPAs) by streamlining plan administration, client communications, and business processes. The platform offers three distinct tiers, TRACK, TEAM, and BUSINESS, each tailored to meet varying organizational needs. TRACK serves as the entry-level tier, providing essential features such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and standard reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal for efficient information exchange between administrators and clients. TEAM builds upon TRACK's functionalities by adding online data collection, time tracking, blast email capabilities, fee schedule management, and integration with ftwilliam.com for forms and compliance. This tier is designed to consolidate and organize operations, enhancing internal workflows and profitability. -
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The Retirement Analysis Kit (TRAK)
RetireReady Solutions
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.Starting Price: $500.00/year -
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BenefitDriven
BeneSys
BeneSys began by developing software for our industry. Our software, BenefitDriven, was designed and developed in-house using the Microsoft technology stack (.NET with SQL server). BenefitDriven captures a broad spectrum of data elements for both Participants and Employers. This includes demographic or other relevant unique identifying information as well as information related to the reception and allocation of contributions, the proper calculation and daily administration of various benefits (health & welfare, pension, vacation, etc.) as well for on-going communication, accounting, and auditing purposes. -
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ResourceLink
Zellis
Payroll. Meet the most complex of requirements with the market leading payroll software, ResourceLink. Configurable. Designed alongside you our software can be tailored to your exact business requirements. Accurate. Peace of mind that your employees are paid accurately and on time. Compliant. Helping you to adhere to the latest legislation. The most comprehensive payroll solution. Configurable software to meet all payroll requirements. Quick payroll processing reduces the time taken to complete complex pay runs. Offline payroll processing freeing you up to work on other things. Pensions capability that works across all sectors including auto-enrolment, smart pensions, smart payments, workplace pensions and salary sacrifice. Fast and effective payroll processing. Why sit waiting for and watching your payroll being processed? Our systems are configured to process your payroll in the most efficient manner allowing you to focus on other things. -
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TrianonHR
Trianon
By combining our pension solutions with our support in managing your human resources, you can reduce the number of people you deal with and the amount of administrative work involved. Synergies that optimise your resources and save you money. Security - availability - simplicity - multi-language (FR, DE, EN) In just a few clicks, your employees and your HR department have access at all times to their reserved space, allowing them to enter, consult, project and edit salary, absence and pension data. -
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Zoho Payroll
Zoho
Zoho Payroll is a cloud-based payroll software, and also the simplest one that exists in the market today. You can automatically stay compliant with labour and statutory laws of India, UAE, Saudi Arabia and USA. India edition: Compliant with TDS, EPF, ESI, LWF, Professional Tax for each state. Download Form 24Q and pre-formatted reports to make return filing easy. UAE edition: Comply with pension, end of service, and WPS. Employ any GCC national, and pension deductions are calculated automatically by Zoho Payroll, as dictated by the pension schemes of each GCC country. US edition: Covering all 50 states, Zoho Payroll is built to automate payroll end-to-end. Through Zoho Payroll, you can pay federal, state, and local taxes online. KSA edition: Zoho Payroll supports the minimum salary requirements for Saudi nationals, calculates end-of-service benefits, and manages social security contributions such as GOSI Annuities, SANED (unemployment contribution) and GOSI hazards.Starting Price: $39 + $6 per employe per month -
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hrMecca
hrMecca
Track participant data, interface with payroll and HRIS systems, calculate benefits, produce worksheets & retirement packets and provide an employee self-service site that allows participants to review their pension data as well as model their retirement benefits. Provides HR administration capabilities to payroll providers to augment their payroll offering. Includes real-time bi-directional data exchange through a RESTFul API with their payroll database. Track the vaccination and testing status of employees and store documents with proof of vaccine/tests. Robust reporting across the user base. Automated notifications as well as a self-service portal. All of our clients are running on the current version of our core application which allows our implementation teams to create robust applications that are proven and reliable in both the public and private sectors. -
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Plexus
Keylane
The Plexus platform empowers Life and Pension providers to transform through technology, from powerful SaaS functionality to impactful customer communication. In this age of technological transformation, it is important for you to adapt to trends and continue to exceed your customers’ expectations. Keylane enables you to put the experience of your policy holders first, by delivering the premier platform for the Life and Pension industry: Plexus. Plexus brings together key Policy Administration System functionality in a standard SaaS solution. It improves and streamlines processes into a modular, configurable set of critical tools – delivering impactful, customer-focused experiences to the leaders of industry, today and tomorrow. Our best-practice SaaS core contains key functionality you need to effectively administrate policies; an API layer connects to your in-house or third party tools with ease, and customer journeys are managed through our powerful solution. -
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FlashPoint
FlashPoint
FlashPoint manages membership, apprenticeship education, events, documents, out of work list, your website and much more. Membership management, member portal, scheduled payments, events management, comprehensive prospecting tools. Apprenticeship administration, upgrades, OJT, certifications, class management, grading, attendance and more. Remittance management, benefits, pension disbursements, health benefit, disabilities, annuities and 401k accounts. We support membership management, assessments, out-of-work list/referral hall, a full education module for your apprenticeship program, remittance capture and tracking for your fund office and benefits management for things like pensions, healthcare and more. -
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KidBrooke OutRank
KidBrooke
Quickly build innovative, reliable, and secure wealth experiences by accessing our financial simulation engine through versatile APIs, already powering wealth services in a number of financial institutions. OutRank powers seamless financial decision-making based on the simulations of the personal balance sheets of your customers. The holistic customer journey enables your financial advisors or customers to consider all aspects of personal finances developing over a lifetime while making a financial decision. OutRank API enables pensions providers to build the next-generation pension journeys both for accumulators and decumulation. Depending on your business model, it empowers your advisors or customers to navigate through the intricacies of retirement planning by delivering seamless financial decision-making tools. Our APIs are designed by experienced domain experts, ensuring the quality of the underlying models. -
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Keystone by Smart
Smart
Through Keystone by Smart, we offer a platform for governments (national or regional), banks, pension providers, asset managers, trade associations, and affinity groups. These are enterprise solutions, which can be completely customized for your business and your marketplace. Keystone by Smart is the first global, cloud-native, workplace retirement savings platform. We are now ‘live’ on four continents, helping over a million savers plan for retirement, and spend in retirement, in partnership with some of the best-known financial institutions in the world. A single global retirement technology platform that allows financial services organizations and governments to deliver for the needs of their customers and their citizens and can be adapted to changes in legislation today or in five years’ time. It enables everything from apps and web-based tools for employers and employees to full data migrations, allowing our partners to move or consolidate hundreds of thousands of accounts. -
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Etops
Etops AG
Etops empowers digitalization processes for the financial industry. Our solutions cover the entire value chain of private banks, asset and wealth managers, family offices and pension funds: from lead generation, CRM and on-boarding to portfolio management, compliance, and reporting. -
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Standard Life
Standard Life
Imagine a simple solution that offers your business a smarter way of working, enhanced employee benefit packages and much more. Standard Life can help you make this a reality today, thanks to our integrated solution. An integrated solution is where Standard Life works in collaboration with you to create a single suite of solutions for your business needs. This could help take care of your workplace pension, design a total reward and benefits strategy, or offer your employees access to our financial wellness and planning service, savings solutions and retirement products. Get a reward package that could give you a competitive hiring and employee retention advantage, while offering your employees engaging rewards and support. This could include voluntary benefits, attractive rewards and financial wellness support. -
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Oliver Benefits Administration
Oliver Benefits Administration Software
Change the way you administer your benefits and retirement plans. Comprehensive, scalable and affordable. Oliver is a modern benefits administration software that will change the way you administer your benefits and retirement plans. Migrating and managing large amounts of private employee data is a big responsibility. At Oliver we have decades of experience. Our team will ensure the Data Migration process is as painless as possible. Accurately qualifying and determining eligibility for hourly employees can be tough, especially with complex plan provisions. Learn how Oliver’s Hour Bank Product can streamline your workflows. Legacy system modifications can create big headaches for an administrator. However, these changes are often dependent on a single individual. Learn how our configuration strategy supports our Pension Plan Products. -
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TRAK
RetireReady
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning. -
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Paystub Generator
B TO J PTY
Paystub Generator will help you generate paystubs whenever you want. Details of the gross wages for the pay period, deductions such as retirement plan, pension contributions, insurances, garnishments, or charitable contributions, and it helps with taxes.Starting Price: Free -
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Union Fusion
Union Fusion
Union Fusion manages local dues, apprenticeship data for jatc's, remittance, benefits management and much more. Dues collection, member portal, scheduled payments, dues checkoff, events management, comprehensive contact management. Apprenticeship administration, upgrades, ojt, certifications, class management, grading, attendance and more. Remittance management, benefits, pension disbursements, health benefit, disabilities, annuities and 401k accounts. We have fully integrated a payment platform so that you can process dues one time in our application and the process is complete. Allow your members to go online and pay their own dues or schedule a payment at the end of each month. We also support integrated communication using Amazon simple email and Twilio text messaging and robo calls. -
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Optimiso Suite
Optimiso Group
Optimiso Group SA provides solutions for all projects related to internal control, ISO certifications, internal organization, or risk management. It offers the Optimiso Suite software and consulting service. Founded in 2005 in Geneva, Optimiso Group SA also has offices in Paris. The methods and software it offers are the result of more than 20 years of development and field experience. Today, Optimiso Group SA has more than 250 active and reputable clients in the real estate, pension fund, public administration, medico-social, construction, distribution, and industrial sectors, etc. A legal obligation for many establishments, internal control can become an advantage if it is implemented in a useful and pragmatic way. Thanks to the Optimiso Suite software, you automatically carry out the monitoring of controls and the internal control matrix. You transform this regulatory constraint into real benefit for all. -
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Mintago
Mintago
Mintago helps businesses and their employees save on NI costs while improving the financial wellbeing of their teams. Reduce your NICs and save thousands. That’s money that can be reinvested into growing your business. Each employee gets access to a full financial wellbeing platform which includes educational journeys, pension hunting and much more. To make sure we are always completely aligned and that you make the best out of Mintago, we take care of all the admin, onboarding & communication. Whether you are already on salary sacrifice pension or not, we can support your business save more money while educating your staff for a happier, more productive workforce. We take care of all the heavy lifting for you. Our value does not stop here. Keep saving each year while supporting the financial wellbeing of your staff. Our straightforward tools to help your employees plan for their dream retirement. -
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Kota
Kota
Kota is an all-in-one employee benefits platform that simplifies how businesses design, launch, and manage workplace benefits by unifying health insurance, pension (retirement), life assurance, and flexible benefits under one digital system that integrates directly with existing HR tools and HRIS data to automate enrollment, reporting, payroll reconciliation, and compliance across countries. It centralizes contributions and billing, eliminates disconnected brokers and manual processes, and enables employers to connect their HRIS in minutes so they can set rules, benchmark contributions, and launch compliant benefit schemes much faster than traditional administration, while employees can use the Kota mobile and web app to enroll, adjust contributions, and access their benefits easily. It supports features like automated data synchronization from HR systems, flexible benefits such as allowances via spend cards, a rewards marketplace with partner offers, and embeddable APIs.Starting Price: $8.13 per month -
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Postepay
Postepay
With IBAN you credit salary or pension directly on the prepaid card, send and receive wire transfers. Give us the utilities and pay for the bulletins. Contactless and online pay with Apple Pay with Google Pay. You pay online and in stores, both in Italy and abroad, using only your smartphone. With IBAN you credit your salary or pension directly on the card, and you have and receive wire transfers. Shop in Italy and abroad, and on VISA-affiliated websites. Pay online and authorize your purchases in the app. Download the Postepay app for free and request the prepaid card that best suits your needs directly in the app. With the Postepay connect offer, you also receive the SIM PosteMobile with the telephone plan you have chosen. Receive your new Postepay prepaid card at the address indicated by you and, if you have chosen the Postepay Connect offer, you also receive the PosteMobile SIM together. Activate them online or in the app and immediately start using them.Starting Price: €5 per month -
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Figlo
Figlo
Figlo has been the undisputed market leader in the field of API-driven calculation services and applications in the institutional market for years. As an 'invisible force', it is the engine behind numerous online initiatives, including within the mortgage domain. In addition, we provide the same solution as a calculation core under many other portals such as comprehensive pension planners and holistic planning solutions. The independently guaranteed calculation services offer you a guarantee for the correct calculation of tax and social legislation in all phases of the advice process, from orientation to insight and overview, to complete financial planning. At Figlo, we believe in providing easy-to-use software for financial advisors, accountants and corporate clients. In addition, we are able to offer a total solution with our network of integration parties. We save you time and enable you to pay more attention to your customers. -
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Quantifi
Quantifi
Quantifi is a provider of risk, analytics and trading solutions for the global financial markets and commodities industries. Quantifi is trusted by the world's most sophisticated financial institutions, including five of the six largest global banks, two of the three largest asset managers, leading hedge funds, insurance companies, pension funds and other market participants including one of the largest global commodity firms. Quantifi's integrated framework delivers accurate analytics, comprehensive risk management, cross-asset trading, front-to-back operations, position management, market, credit, counterparty and liquidity risk management, margining, and regulatory reporting all on a single platform. By applying the latest technology innovations, Quantifi provides new levels of usability, flexibility, and integration. This translates into dramatically lower time to market, lower total cost of ownership and significant improvements in operational efficiency. -
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OneAdvanced Payroll
OneAdvanced
OneAdvanced Payroll is a cloud-based payroll solution designed to deliver accurate, compliant, and timely pay for employees. Recognised by HMRC, it combines automation and high-speed processing to simplify complex payroll tasks. The software handles calculations for salaries, overtime, bonuses, pensions, and statutory payments with ease. Secure digital payslip delivery ensures employees can access their pay information anytime. Payroll integrates seamlessly with workforce management systems to capture accurate attendance and hours worked. Built-in compliance features help organisations stay aligned with UK payroll regulations. OneAdvanced Payroll reduces administrative effort while building trust with every payslip. -
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LSEG Lipper
LSEG Data & Analytics
Lipper provides global, independent fund performance data in a precise, granular fund classification system, and includes mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. With over 500 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance. Lipper is the database of records (DBOR) for investment fund data and fund ownership, available throughout our portfolio. Compare similar funds and benchmark performance more easily with a precise, granular system that features 500+ Lipper classifications. Research 360,000 collective investments in 80+ countries and tailor by the universe, language, fund detail, update frequency, file format and distribution. -
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CERRIX
CERRIX
CERRIX is an integrated GRC software platform that helps organizations manage governance, risk, compliance, and internal audit in one cloud-based solution. With over 10 years of experience, CERRIX supports more than 100 clients across 20+ countries, including banks, insurers, pension funds, audit companies. Key capabilities include: Risk assessment workflows and dynamic risk scoring, Regulatory compliance management (e.g. DORA, ISQM, GDPR), Audit management and real-time dashboards, Third-party and incident risk tracking. CERRIX empowers teams to improve control, automate tasks, and stay compliant with evolving EU regulations.Starting Price: €1000/month -
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DiligenceVault
DiligenceVault
Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale. -
46
Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
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Payfit
Payfit
PayFit is a cloud-based HR and payroll platform designed to automate up to 90% of manual payroll tasks for small and medium-sized businesses. It offers features such as real-time payslip generation, automated RTI submissions to HMRC, and seamless pension processing. The platform includes a self-service employee portal for accessing payslips, tax documents, and managing leave and expenses. PayFit's HR functionalities encompass onboarding workflows, performance review tools, and customizable organizational charts. With integrations to accounting software and a focus on compliance, PayFit streamlines HR and payroll processes, providing businesses with efficiency and accuracy. Starting Price: $90.00/month -
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PayEscape
PayEscape
PayEscape is a cloud-based human capital management platform that unifies payroll processing, HR functions, and time and attendance tracking into a single software solution designed to simplify workforce administration and ensure compliance with regulations. Its payroll capabilities automate wage and tax calculations, statutory deductions, pension auto-enrollment, HMRC submissions, and payslip generation while delivering real-time reporting and secure access via an intuitive online interface that reduces manual errors and decision-making delays. PayEscape supports integrated HR features, including employee records, document management, leave and absence tracking, and customizable reporting, that consolidate employee data and streamline HR workflows, and it offers employee self-service portals for accessing payslips, updating personal details, and managing leave, which reduces HR administrative load.Starting Price: Free -
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Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
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MIMICS Portfolio Management
MIMICS
MIMICS Portfolio Management software modules offer powerful and flexible out-of-the-box solutions for managing your business’ portfolio needs. Get up and running quickly with our software’s many configurable options that easily adapt for different international and accounting standards. An extensive list of standard interfaces integrates directly with our software. We have software modules that manage proprietary trading; customer’s trading; mutual, pension, and hedge funds; and foreign-exchange reserves. The MIMICS Customer Portfolio Management manages your customers’ trading efficiently while scaling to your particular business needs. An unlimited number of portfolios can be set up for any number of customers in any number of investment types and currencies. Manages equity, fixed income, equity derivatives, fixed income derivatives, commodities, repos and other investment types.
