Heywood Engage Description
Heywood Engage provides a user-friendly online portal tailored for pension scheme members, allowing them secure and effortless access to essential retirement information. This platform clearly presents details on retirement status, estimated income, and personal goals, effectively transforming intricate pension data into a relatable narrative. It incorporates various planning tools to assist users in their retirement preparations, utilizes straightforward language and effective storytelling methods to minimize support inquiries, and offers analytics on member engagement. Enhanced security measures such as electronic identity verification, SMS-based multi-factor authentication, and adherence to accessibility standards (WCAG 2.1 Level AA/ADA) ensure that all individuals can participate. The design prioritizes user experience, featuring intuitive navigation, personalized communication that empowers users to make informed choices, and a reduction in the administrative load for plan providers by decreasing incoming queries and automating member-related tasks. Ultimately, the platform not only facilitates engagement but also fosters a greater sense of confidence among users regarding their retirement planning.
Heywood Engage Alternatives
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NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Milliman MARC
The Milliman Actuarial Retirement Calculator (MARC) serves as an all-encompassing system for pension administration, aimed at ensuring precise and efficient oversight of defined benefit plans. Established in 1991 by a skilled team of Milliman actuaries, retirement plan consultants, web developers, and IT experts, MARC provides a solid framework for calculating pension benefits and maintaining essential administrative data. Its adaptable design accommodates a variety of plan types and enables fully customizable calculations, reports, forms, data management, web interfaces, and workflow systems. By fostering participant involvement, MARC features an intuitive website that empowers employees to access personal information, utilize self-service options like adding beneficiaries, manage forms and documents, communicate with plan sponsors, generate pension estimates, and perform comprehensive retirement modeling. Overall, MARC not only streamlines pension management but also enhances the overall retirement planning experience for participants.
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Avenu CPAS
Avenu Insights & Analytics presents CPAS (Clearview Pension Administration Solution), an all-encompassing, web-based system crafted to enhance the management of retirement plans for both governmental and private organizations, including union trusts, third-party administrators, and financial institutions. With a legacy spanning over 35 years and deployments on four continents, CPAS effectively accommodates various pension structures such as defined benefits, defined contributions, hybrid plans, and health and welfare administration. The platform boasts a suite of integrated administrative features, optimized business workflows, user-friendly self-service portals, and robust data management tools, empowering administrators to gain a comprehensive view of member information and provide outstanding service. Members enjoy the advantages of secure and personalized self-service portals, which are furnished with tools for retirement modeling, planning, and calculations, thus facilitating proactive preparation for their futures. Additionally, CPAS is designed to be both scalable and adaptable, catering to the diverse needs of organizations, regardless of their size. Its versatility ensures that all users can tailor the system to meet their specific requirements effectively.
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Integrations
No Integrations at this time
Company Details
Company:
Heywood
Year Founded:
1975
Headquarters:
United Kingdom
Website:
heywood.com/us/products/member-engagement/heywood-engage
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support
Heywood Engage Features and Options
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