Alternatives to Smart Pensions

Compare Smart Pensions alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Smart Pensions in 2026. Compare features, ratings, user reviews, pricing, and more from Smart Pensions competitors and alternatives in order to make an informed decision for your business.

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    Union.Dev

    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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    fino.digital

    fino.digital

    fino.digital

    ​fino.digital is a market-leading driver of innovation in account and data analysis technologies. We develop customized software solutions for our customers and partners that create prospects for new business models in the B2B and B2B2C sectors. Our declared mission is to give value to data and turn it into valuable insights for our customers through pioneering data analytics solutions. Our AI-based data analytics technologies analyse the account transactions pre-authorized by private or business customers in real time and use them to automatically generate valuable information on financial and life situations, credit and loans, contracts and pension gaps, real estate, liquidity and even recognise life-changing moments, such as retirement or the birth of a child. Whether sales impulses, credit checks, invoice & transaction matching, risk analysis, or improved customer experience for your processes, our products create real added value from data for you and your customers.
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    PensionGold

    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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    Pension OS

    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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    PX3000

    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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    Equiniti Retirement Solutions
    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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    The Retirement Analysis Kit (TRAK)
    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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    Procentia

    Procentia

    Procentia

    Our software delivers world class automated pensions administration. Procentia is an independent company specializing in pensions software. Procentia is a global leader in pensions software. We work closely with clients to deliver a flexible, reliable, high value solution to pensions administration. Our global reputation is based on the excellence of the pensions software, on our commitment to customer service, and the experience of our staff who are specialists in the pensions and financial services industry. The client stories show the benefits that our clients and their customers have achieved from implementing Procentia’s software. Our implementation and support teams of specialist developers are drawn from within the pensions and financial services industry. Online knowledgebase resources, issue resolution and tracking facilities at your fingertips 24 hours a day.
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    Avenu CPAS

    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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    PENFAX
    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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    Milliman MARC
    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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    Civica Pensions
    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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    Keystone by 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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    Redii

    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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    Heywood Engage
    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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    TRAK

    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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    BenXL Pension Administration
    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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    Neospin

    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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    Paystub Generator
    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.
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    Mintago

    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

    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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    Oliver Benefits Administration

    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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    LynchVal

    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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    hrMecca

    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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    BenefitDriven
    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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    Altair Pension Administration
    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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    KidBrooke OutRank
    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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    Standard Life

    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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    FlashPoint

    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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    TrianonHR

    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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    ResourceLink
    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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    Zoho Payroll
    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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    Union Fusion

    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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    Visma Idella

    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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    Plexus

    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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    Etops

    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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    Moneyinfo

    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.
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    LSEG Lipper

    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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    Betterfly

    Betterfly

    Betterfly

    Instant access to next-generation benefits, digital tools and wellbeing services. 24/7 Virtual GP, mental health support, nutrition consultations, virtual fitness, meditation, savings and investment, pension and retirement, financial wellness and much more! A dynamic life insurance cover that grows daily with your good habits, instead of your wallet. 100% digital with no paperwork. No medical questions or exams. Guaranteed with no exclusions. Transform your healthy habits into charitable donations of your choice. Feed a child, plant a tree, and provide clean drinking water. Join +100 of the world’s most purpose-driven companies who use Betterfly. Instant access to holistic wellbeing benefits and digital tools to improve your wellbeing and start living your best life. Make an impact by converting your healthy habits into charitable donations. See how your healthy habits get automatically converted into no-cost life insurance coverage every day.
    Starting Price: 4.59 per month
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    Postepay

    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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    Treasury Management Solution
    Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance and risk mitigation. Hazeltree’s treasury and portfolio finance solutions serve these sectors: hedge funds, asset managers, private equity, real estate investment, pensions and endowments, infrastructure and their service providers. Hazeltree provides innovative cloud-based treasury and liquidity solutions to investment management firms, delivering enhanced transparency, liquidity, risk mitigation and increased IRR by optimizing counterparty interactions, credit facilities, margin requirements, and fees. Hazeltree’s Asset Management solution is a purpose-built Treasury and Portfolio Finance platform that aggregates cash, collateral, margin, securities finance, and rates data across all counterparties into a central normalized platform, enabling optimal funding, collateral allocation and borrow/lending decisions.
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    SpyGlass

    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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    Payfit

    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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    Altss

    Altss

    Altss

    Altss is a next-generation LP database built for venture capital, private equity, and alternative asset managers. Our OSINT-powered system delivers the largest and most accurate coverage of LPs and family offices, including 9,000+ verified family offices and over 1.5 million allocator profiles spanning endowments, pensions, insurers, and sovereign wealth funds. Purpose-Built for Modern Fundraising Advanced LP Filtering – 80+ criteria across AUM, geography, strategy, ticket size, and mandate history Real-Time Allocation Signals – detect mandate shifts, team changes, and live LP activity Relationship Graphs – uncover warm introductions and network proximity to decision-makers Custom Dashboards & Reports – segment LP lists, export target sets, and monitor fundraising progress Altss helps fund managers connect with the right LPs at the right moment, replacing outdated investor databases with real-time intelligence and verified accuracy.
    Starting Price: $15500/per year/1 seat
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    CERRIX

    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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    Backstop

    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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    Custodia Bank
    Custodia Bank™ intends to provide a full suite of banking and financial services tailored to business customers looking for enhanced regulatory clarity and minimized transactional risk as they traverse the digital asset frontier. A regulatorily compliant platform for businesses to transact across digital assets and the traditional financial system. As a chartered bank, Custodia operates under the first special purpose depository institution legal and regulatory framework in the United States. This allows us to offer a full suite of financial services for both U.S. dollars and digital assets that is tailored to business customers looking for enhanced regulatory clarity and minimized transactional risk. Custodia services U.S.–based business customers such as digital asset businesses, fintechs, banks, corporate treasurers, trusts, pension funds, start-ups, and many more. Ultimately, the strategy of Custodia is to serve customers worldwide.
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    MIMICS Portfolio Management
    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.
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    reamis

    reamis

    reamis

    The platform serves as a well-founded management and decision-making tool. Thanks to the unique, intelligent data processing with reamis® data management, the real estate data is fully integrated and updated. An unlimited number of different data sources from management, CRM or benchmarking systems can be connected. With the reamis® Strategy & Planning solution, you are able to answer the most important questions about strategic portfolio management and planning. They are able to record and plan current and future events and to identify and analyze any risks at an early stage and to control them using suitable measures. Our customers include cities, pension funds, real estate funds, family offices and service companies that offer professional asset and portfolio management.
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    BIPO Payroll
    Built-in compliance features in accordance with local statutory regulations. Automated tax filing and pension fund contributions for error-free payroll processing. Instantly sync claims and overtime payments for seamless payroll processing. Generate customised reports using real-time data, payroll overview, and more. Cloud-based payroll solutions to manage all your payroll transactions in just a few clicks. Ensure privacy and security for sensitive information with specific access rights for payroll administration. Templates for payroll reports with easily configured field settings. Syncs with leave and claims for seamless processing. BIPO HRMS is an intuitive cloud Human Resource Management System (HRMS), designed to manage the end-to-end HR and payroll processes of a company.