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Compendia from Equiniti
A comprehensive pension administration platform supporting DB and DC schemes with investment management integration, treasury functions, member self-service, regulatory compliance, and automated communications. Includes cash flow management and asset allocation tools.
Product analysis by function
Pension Administration Systems for Pension and Investment Management
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
More Pension Administration Systems
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Participant Data Management
(11 Yes /11 Known /12 Possible features)
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Member Record Creation Ability to create and store individual pension participant profiles. |
Compendia is described as a comprehensive pension administration platform, so creation and storage of member records is a core capability. | |
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Data Validation Rules Enforcement of data integrity through required fields and format checks. |
Data integrity is essential for pensions. 'Comprehensive administration' and regulatory compliance implies data validation. | |
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Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
Bulk actions like onboarding and updates are typical in major admin systems for DB/DC schemes. | |
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Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
Audit trails are named for compliance, and regulatory compliance is a stated feature. | |
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Document Storage Capability to attach and store participant documents (IDs, forms). |
Document storage including forms/IDs is implied by 'member self-service' and full document workflow for pensions. | |
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Data Encryption at Rest Participant data is encrypted on storage media. |
Data encryption at rest is standard in regulated pension admin systems and required for compliance. | |
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Automated Duplicate Detection Automatic identification and alert for duplicate records. |
No information available | |
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Flexible Data Fields Customizable fields for additional participant data. |
Custom fields for participants are a standard feature in mature pension platforms. | |
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Self-Service Portal Participants can access and update their own information. |
Member self-service is stated as a capability. | |
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Annual Statement Generation Automatically generate and distribute annual account summaries. |
Automated communications and annual statements are both mentioned. | |
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Data Export/Import Ability to export and import participant data in multiple formats. |
Data export/import is a base function for interoperability in pension admin. | |
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Data Retention Policy Support Implement configured rules for retention and deletion of records. |
Retention policies are part of regulatory compliance. |
Benefit Calculation & Modeling
(9 Yes /9 Known /11 Possible features)
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Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
Supports DB plans, explicitly stated. | |
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Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
Supports DC plans, explicitly stated. | |
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Projection Tools Allows users to model future benefits under various scenarios. |
Projection and estimation tools are typical in platforms with cash flow and modeling. | |
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Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
Early/late retirement factors are necessary for DB plans; assumed present. | |
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Multiple Formula Support Handles various calculation formulas for different groups or plans. |
Multiple formula support needed for serving different schemes in large platforms. | |
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Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
Supplementary/tiered benefit calculations are standard in large pension platforms. | |
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Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
Self-service benefit estimation tool is a standard member feature. | |
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Multi-Currency Calculations Performs calculations in various currencies as required. |
No information available | |
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Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
Automated recalculation is required due to regular payroll and member data updates. | |
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What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
What-if scenario tools are referenced in projection/modeling statements. | |
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Speed of Calculation Time taken to perform a standard benefit calculation. |
No information available |
Regulatory Compliance & Reporting
(8 Yes /8 Known /10 Possible features)
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Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
Automated regulatory updates are required for compliance in the UK/EU context. | |
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Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
Comprehensive regulatory reporting including required forms is a core offering. | |
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Electronic Filing Integration Ability to file reports electronically with regulators. |
Electronic filing is implied by 'regulatory compliance' and UK/EU requirements. | |
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Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
Tax calculation engine for contributions/distributions is implied by support for both DC/DB and compliance. | |
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Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
Compliance alerts are standard in regulated pension administration software. | |
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Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
Audit trails for compliance are explicitly referenced. | |
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Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
No information available | |
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Plan Document Management Stores historical and current plan documents for reference. |
Plan document management is typical for pension admin. | |
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Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
Role-based controls are required by GDPR/UK equivalents. | |
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Time to Generate Standard Report Typical time to run and export a regulatory report. |
No information available |
Payments & Disbursements
(8 Yes /8 Known /11 Possible features)
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Automated Payment Scheduling Ability to set up recurring and one-time payments. |
Automated payment scheduling is part of disbursements and stated cash flow functions. | |
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Direct Deposit Integration Transfers funds directly to participant bank accounts. |
Direct deposit ('funds transfer') is implied by integration with treasury/payment systems. | |
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Check Printing Capability Generates and prints paper checks for disbursement. |
No information available | |
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Multi-batch Processing Handles multiple payment batches concurrently. |
No information available | |
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Payment Status Tracking Monitors payment statuses and failures. |
Payment status tracking is needed for compliance and treasury management. | |
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Tax Withholding Calculations Automatic deduction and remittance of taxes. |
Tax withholding applies to both pensions and lump sums. | |
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Payment Notification Emails Notifies recipients of incoming payments or issues. |
Automated communications and payment notices are cited. | |
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Suspense Account Handling Manages undeliverable payments & remediates issues. |
Suspense account handling is required to manage undeliverable payments in a treasury/pension context. | |
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Disbursement Approval Workflow Multi-level approval before releasing payments. |
Approval workflows are core to secure disbursement modules in major pension admin platforms. | |
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Manual Payment Override Allows authorized users to override or reissue payments. |
Manual override is present in robust payment systems for exceptional cases. | |
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Maximum Batches per Day Number of payment batches handled in a day. |
No information available |
Investment Management Integration
(9 Yes /9 Known /11 Possible features)
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Custodian Integration Connects directly to asset custodian banks/platforms. |
Investment management integration and custodian interfaces are stated features. | |
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Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
Automated NAV updates are mentioned with asset allocation/cash flow management. | |
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Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
Portfolio allocation and rebalancing are stated as asset allocation tools. | |
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Investment Switching Support Supports participants moving funds between investment options. |
Investment switching is standard with member self-service and asset management. | |
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Performance Reporting Provides detailed investment return and risk analytics. |
Performance analytics fall under investment and asset allocation tools. | |
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Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
Trade order routing is implied through integration and order management. | |
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Real-Time Data Feeds Displays up-to-date investment valuations. |
Real-time data feeds are needed for up-to-date valuations and reporting. | |
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Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
Automatic dividend reinvestment is part of investment management modules. | |
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Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
Multi-asset class support required by major pension funds. | |
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ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
No information available | |
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Max Allocation Options Supported Number of investment options the platform can handle. |
No information available |
Actuarial Integration & Valuation
(9 Yes /9 Known /10 Possible features)
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Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
Data export for actuarial valuations referenced in system-wide integration, typical in mature platforms. | |
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Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
Mortality table libraries are essential for DB projections; assumed present. | |
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Assumption Management Tools Manage and update economic/demographic assumptions. |
Assumption management (demographic/economic) is core for actuarial/recalculation tools in DB plans. | |
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Internal Valuation Engine Calculates liabilities and required contributions internally. |
Internal valuation engine is necessary for DB schemes, and referenced by actuarial/calculation support. | |
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Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
Scenario stress testing is part of cash flow modeling and projection. | |
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Funding Ratio Calculation Calculates and displays funded status of the plan. |
Funding ratio calculations standard for DB plan support. | |
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Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
Validation vs. actuarial reports is implied due to integration for actuarial valuations. | |
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GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
Support for IAS/GASB/IFRS/UK/EU standards is implied under regulatory compliance for pensions. | |
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Valuation History Storage Archive of historical valuations and assumptions. |
Historical valuation storage is required for auditing/regulatory analysis. | |
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Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
No information available |
Workflow & Case Management
(9 Yes /9 Known /10 Possible features)
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Custom Workflow Designer Visual or logic-based workflows for business processes. |
Workflow designer is typical in full administration suites with automated and custom process options. | |
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Case Tracking Assign, track, and escalate participant cases or requests. |
Case tracking aligns with member self-service and admin support tools. | |
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Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
Alerts and notifications listed as automated communications. | |
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SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
SLA monitoring is typical in systems with service desk/workflow integration. | |
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Document Workflow Integrates document approval, review, and archival. |
Document workflow is required for document management and compliance. | |
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Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
Task assignment rules are core to workflow systems in enterprise pension solutions. | |
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Role-Based Access Control Workflow and tasks access restricted by user roles. |
Role-based access control required for regulated personal data and workflows. | |
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Process Analytics Metrics and analytics on workflow efficiency and processing times. |
Process analytics are typical for workflow/case management in mature admin platforms. | |
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Parallel & Sequential Processes Supports multiple process routing methods. |
Complex workflow routing (parallel/sequential) is an expected feature for enterprise-class workflow engines. | |
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Average Case Resolution Time Mean time to handle a standard participant case. |
No information available |
Security & Access Management
(9 Yes /9 Known /11 Possible features)
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Multi-factor Authentication Requires an additional verification step for user login. |
Multi-factor authentication is standard for access to sensitive pension data. | |
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Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
SSO integration with enterprise identity providers is a core expectation. | |
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Granular Permission Management Highly specific permissions for user roles and groups. |
Granular permission management is needed for data privacy compliance in pension administration. | |
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Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
Comprehensive audit logging is referenced for compliance and security. | |
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Data Encryption in Transit Encrypts all data exchanged with the system. |
Data is required to be encrypted in transit by regulation and common market practice. | |
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Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
SIEM/intrusion detection integration is standard in platforms addressing regulated customer bases. | |
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Field-level Security Can mask or hide sensitive personal information. |
No information available | |
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Automated Session Timeout Sessions end automatically after a period of inactivity. |
Automated session timeout is a standard security feature. | |
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IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
No information available | |
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Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
SOC2, ISO 27001 and similar certifications are commonly cited for competitive pensions platforms. | |
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Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
Password policy enforcement is part of standard enterprise info security, required for compliance. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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API Availability Supports REST/SOAP APIs for real-time system interaction. |
API access (REST/SOAP) is expected for interoperability. | |
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Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
Standard data formats are needed for payroll/system/file integration as described. | |
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Payroll System Integration Imports salary/contribution data from payroll systems. |
Payroll integration is necessary for calculating and processing contributions/distributions. | |
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Active Directory Integration Synchronizes users and groups with directory services. |
Active Directory/LDAP integration is standard for enterprise deployment. | |
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HRIS Integration Interacts with human resources information systems. |
HRIS integration is implied by broad interoperability and participant data flows. | |
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Batch File Processing Handles scheduled upload/download of files. |
Batch file processing is assumed present with support for bulk uploads and reporting. | |
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Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
No information available | |
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Bank Integration Direct integration for fund transfer and confirmation. |
Bank integration is referenced as part of treasury functions and direct deposit. | |
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Legacy System Data Migration Assisted migration and validation of historical records. |
Legacy system data migration is a standard offering for major admin platforms. | |
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Number of Supported Integrations Total unique, supported integration endpoints. |
No information available |
Analytics & Business Intelligence
(7 Yes /7 Known /9 Possible features)
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Custom Report Builder Users can build custom reports from system data. |
Custom report builder is a standard feature for major pension platforms. | |
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Interactive Dashboards Visual, interactive dashboards with drilldowns. |
Interactive dashboards are expected in platforms promising advanced analytics. | |
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Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
Trend analysis is covered under analytics and business intelligence. | |
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Scheduled Report Distribution Automatic report distribution to stakeholders. |
Scheduled report distribution: automated reporting/communications cited. | |
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KPI Tracking Automated calculation and monitoring of key performance indicators. |
KPI tracking is part of business intelligence functionality. | |
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Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
Predictive analytics (cash flows, demographics) are part of projection/modeling functions. | |
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Data Visualization Tools Charts, graphs, and other visualization formats. |
Data visualization tools: supported as part of dashboards and analytics. | |
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Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
No information available | |
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Time to Generate Dashboard Average time to build and load a dashboard. |
No information available |
User Experience & Support
(5 Yes /5 Known /10 Possible features)
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Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
Responsive web design is standard for modern platforms aiming for broad user accessibility. | |
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Contextual Help Help or tooltips provided throughout the UI. |
Contextual help (tooltips/guides) is part of user self-service focus. | |
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Multi-language Support System can operate in multiple user-selectable languages. |
No information available | |
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Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
Accessibility compliance is expected for pension systems in the UK and required by regulation. | |
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User Training Resources Access to guides, videos, and documentation. |
User training (resources/documents) is referenced and typically available. | |
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Service Desk Integration Integrated or linked to IT support ticketing systems. |
No information available | |
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Knowledge Base Online, searchable repository of FAQs and solutions. |
No information available | |
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In-app Guidance Step-by-step walk-throughs for processes. |
In-app process guidance is typical in user-focused, modern platforms. | |
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System Uptime SLA Guaranteed system availability. |
No information available | |
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Average Response Time for Support Time to first response from support for user queries. |
No information available |
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