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Description
Altair is a highly adaptable, secure, and scalable pension administration platform tailored for retirement systems and their administrators, providing extensive benefit calculations, workflow automation, document management, bulk processing, and regulatory compliance within a cohesive framework. Featuring a robust calculation engine, it accurately manages intricate individual and bulk computations while optimizing daily operations through integrated workflow automation to minimize manual tasks. The platform also facilitates secure document creation, export, and archiving, ensuring comprehensive audit trails are maintained. Furthermore, it allows for large-scale processing of statements, allowances, and pension increments. Hosted on a U.S.-based infrastructure that aligns with FedRAMP standards, Altair incorporates role-based access, multi-factor authentication, and offers real-time dashboards alongside self-service reporting through its Insight module. Additionally, Altair is crafted for effortless integration and migration, accommodating the regulatory requirements of multiple states, thus enhancing its utility for diverse pension scenarios. Its comprehensive features make it an ideal choice for administrators looking to modernize their pension management processes.
Description
Fundment has been developed to revolutionize your investment strategies and retirement planning, empowering you to assist clients in reaching their financial goals. With robust portfolio management features and access to a vast marketplace of Model Portfolio Services (MPS), we cater to various portfolio management styles. Our cutting-edge technology offers seamless account openings, automated drawdown processes, and efficient straight-through processing, enabling you to operate with greater efficiency and productivity. We pride ourselves on our ability to foresee the requirements of advisers, actively listening to your feedback and adapting accordingly. Experience swifter migrations through bulk uploads of client data and the ease of digital document processing. Additionally, our platform integrates smoothly with your chosen back-office and cash flow modeling services. The flexible and responsive technology we provide is tailored to your specific needs, rather than being constrained by the demands of providers relying on identical third-party solutions. Our commitment to enhancing the user experience ensures that you can manage migrations and document processing effortlessly, making your workflow even more streamlined.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Heywood
Founded
1975
Country
United Kingdom
Website
heywood.com/us/products/pension-administration/altair
Vendor Details
Company Name
Fundment
Founded
2014
Country
United Kingdom
Website
www.fundment.com/platform
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
