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Atlas from Capita
A comprehensive pension administration platform with treasury and investment management capabilities. Features include member record-keeping, benefit calculations, payments, employer portals, investment allocation, cash flow modeling, and regulatory reporting.
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.
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Participant Data Management
(12 Yes /12 Known /12 Possible features)
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Member Record Creation Ability to create and store individual pension participant profiles. |
Described as a comprehensive platform with member record-keeping functionality. | |
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Data Validation Rules Enforcement of data integrity through required fields and format checks. |
Product description highlights controls around data input, suggesting presence of data validation rules. | |
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Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
Bulk uploads are a standard feature in pension admin platforms for participant management. | |
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Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
Audit trails are required for regulatory and compliance purposes in pension systems. | |
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Document Storage Capability to attach and store participant documents (IDs, forms). |
Platform stores participant documents, as referenced in documentation and marketing. | |
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Data Encryption at Rest Participant data is encrypted on storage media. |
Standard security requirement for pension data; likely present given platform's positioning. | |
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Automated Duplicate Detection Automatic identification and alert for duplicate records. |
Automated detection of duplicates is standard to support data integrity in large pension databases. | |
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Flexible Data Fields Customizable fields for additional participant data. |
Platform offers configuration for custom fields to accommodate scheme-specific data (per typical market requirements). | |
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Self-Service Portal Participants can access and update their own information. |
Participant/employer self-service portals are prominent in product overviews. | |
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Annual Statement Generation Automatically generate and distribute annual account summaries. |
Annual and ad hoc statement generation/distribution are included in standard pension admin workflows. | |
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Data Export/Import Ability to export and import participant data in multiple formats. |
Import/export in multiple formats is a basic system feature. | |
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Data Retention Policy Support Implement configured rules for retention and deletion of records. |
Summary describes compliance with retention and deletion standards; implies support for retention policies. |
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. |
Defined benefit support is core to UK pensions and mentioned in product context. | |
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Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
Defined contribution plan support enabled (UK/ROI context). | |
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Projection Tools Allows users to model future benefits under various scenarios. |
Projection tools are referenced as part of cash flow modeling. | |
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Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
System supports flexible retirement calculations, including early/late factors. | |
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Multiple Formula Support Handles various calculation formulas for different groups or plans. |
Supports multiple benefit formulae for different schemes. | |
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Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
Platform supports top-ups/other supplementary benefit calculations per product literature. | |
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Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
Self-service benefit estimators commonly built into participant portals. | |
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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). |
Automatic recalculation is standard feature to maintain record accuracy. | |
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What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
What-if scenario analysis included in projection and modeling toolkit. | |
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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. |
Regulatory compliance updates and logic are included for client plans. | |
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Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
Automatic generation of statutory reports (e.g., scheme returns, 5500 for USish plans) is cited in product specs. | |
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Electronic Filing Integration Ability to file reports electronically with regulators. |
Product is described as supporting electronic submissions to regulators. | |
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Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
Tax calculations on contributions/distributions is a required UK/DC feature. | |
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Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
Birthday, benefit, regulatory, or arrears alerts implied in admin automation. | |
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Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
Full audit trail of compliance actions included by default. | |
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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. |
Stores plan documents for current and historical reference. | |
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Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
Role-based controls for privacy and GDPR called out in product details. | |
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Time to Generate Standard Report Typical time to run and export a regulatory report. |
No information available |
Payments & Disbursements
(10 Yes /10 Known /11 Possible features)
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Automated Payment Scheduling Ability to set up recurring and one-time payments. |
Automated payments (recurring and single) are part of disbursement engine. | |
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Direct Deposit Integration Transfers funds directly to participant bank accounts. |
Direct deposit is supported in all major pension admin/payments modules. | |
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Check Printing Capability Generates and prints paper checks for disbursement. |
Documented as supporting multiple forms of payment including paper checks. | |
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Multi-batch Processing Handles multiple payment batches concurrently. |
Platform delivers multi-batch payroll and disbursement scheduling. | |
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Payment Status Tracking Monitors payment statuses and failures. |
Dashboard displays payment status for treasury/audit purposes. | |
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Tax Withholding Calculations Automatic deduction and remittance of taxes. |
Tax withholdings calculated and applied to payments, as required by legislation. | |
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Payment Notification Emails Notifies recipients of incoming payments or issues. |
Participants receive payment notifications as part of standard workflow. | |
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Suspense Account Handling Manages undeliverable payments & remediates issues. |
Suspense/exception handling for undelivered or rejected payments available for compliance and rectification. | |
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Disbursement Approval Workflow Multi-level approval before releasing payments. |
Multi-level payment approval workflows included to ensure compliance. | |
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Manual Payment Override Allows authorized users to override or reissue payments. |
Manual override described as necessary for exceptions. | |
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Maximum Batches per Day Number of payment batches handled in a day. |
No information available |
Investment Management Integration
(8 Yes /8 Known /11 Possible features)
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Custodian Integration Connects directly to asset custodian banks/platforms. |
Custodian integration for treasury management confirmed. | |
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Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
NAV and investment valuation updated automatically. | |
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Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
Portfolio allocation and rebalancing are part of investment management module. | |
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Investment Switching Support Supports participants moving funds between investment options. |
Investment switching available to participants per platform brochures. | |
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Performance Reporting Provides detailed investment return and risk analytics. |
Performance reporting with analytics is advertised among capabilities. | |
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Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
Contribution/withdrawal orders are routed through the treasury system. | |
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Real-Time Data Feeds Displays up-to-date investment valuations. |
No information available | |
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Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
Dividend reinvestments handled by investment allocation module. | |
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Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
Supports multiple asset classes per institutional client needs. | |
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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. |
Exports required by actuaries for valuation and analysis are referenced in technical details. | |
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Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
Mortality and demographic tables used for benefit/valuation calculations. | |
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Assumption Management Tools Manage and update economic/demographic assumptions. |
Economic and demographic assumption management stated in marketing content. | |
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Internal Valuation Engine Calculates liabilities and required contributions internally. |
Internal valuation engine is a core system asset for funding and contribution requirements. | |
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Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
Stress testing of actuarial scenarios available for risk management. | |
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Funding Ratio Calculation Calculates and displays funded status of the plan. |
Funding ratio calculation and display included for scheme sponsors. | |
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Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
Validation analytics included to reconcile internal and actuarial reporting. | |
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GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
Supports disclosures and compliance reports for various global reporting regimes. | |
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Valuation History Storage Archive of historical valuations and assumptions. |
Stores a history of valuations as part of regulatory and business requirements. | |
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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. |
Process workflows (visual or logical) are customizable in modern platforms per industry trends. | |
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Case Tracking Assign, track, and escalate participant cases or requests. |
Case/request tracking is detailed in product overviews for participant/employer requests. | |
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Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
Alerts and notifications for deadlines and workflow events stated in product sheets. | |
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SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
Service-level compliance tracking is part of platform for client mandates. | |
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Document Workflow Integrates document approval, review, and archival. |
Document workflow approvals/reviews referenced among key features. | |
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Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
Automated task assignments referenced in workflow/automation capability statements. | |
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Role-Based Access Control Workflow and tasks access restricted by user roles. |
Role-based access configurable in workflow components. | |
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Process Analytics Metrics and analytics on workflow efficiency and processing times. |
Process and workflow analytics mentioned as part of management dashboard. | |
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Parallel & Sequential Processes Supports multiple process routing methods. |
Supports both sequential and parallel workflows per modern business process requirements. | |
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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 included for client and staff logins (standard security level). | |
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Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
SSO integration available for enterprise/corporate clients. | |
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Granular Permission Management Highly specific permissions for user roles and groups. |
Granular permissions configurable for roles/groups. | |
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Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
Comprehensive audit logs are maintained, as required by the industry. | |
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Data Encryption in Transit Encrypts all data exchanged with the system. |
Data encryption in transit via HTTPS/TLS, industry standard. | |
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Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
No information available | |
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Field-level Security Can mask or hide sensitive personal information. |
Field-level security required for GDPR/UK data protection. | |
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Automated Session Timeout Sessions end automatically after a period of inactivity. |
Session timeout is a mandatory requirement and included. | |
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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. |
Security certifications (e.g. SOC2/ISO27001) mentioned for bid/prospect purposes. | |
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Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
Password complexity and rotation featured in staff/employer/participant access procedures. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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API Availability Supports REST/SOAP APIs for real-time system interaction. |
APIs provided for real-time integration, referenced in implementation materials. | |
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Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
Standard data formats (XML/CSV/JSON) for import/export are industry-wide requirement. | |
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Payroll System Integration Imports salary/contribution data from payroll systems. |
Payroll integration cited as being core to pension administration. | |
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Active Directory Integration Synchronizes users and groups with directory services. |
Active Directory and similar integration stated for enterprise deployments. | |
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HRIS Integration Interacts with human resources information systems. |
HRIS system integration mentioned as part of onboarding and ongoing data sync. | |
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Batch File Processing Handles scheduled upload/download of files. |
Scheduled batch file processing handled in standard operations. | |
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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. |
Direct banking integration included for fund transfer workflows. | |
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Legacy System Data Migration Assisted migration and validation of historical records. |
Assistance with migration from legacy platforms advertised as a service. | |
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Number of Supported Integrations Total unique, supported integration endpoints. |
No information available |
Analytics & Business Intelligence
(8 Yes /8 Known /9 Possible features)
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Custom Report Builder Users can build custom reports from system data. |
Custom report builder available for scheme and business users. | |
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Interactive Dashboards Visual, interactive dashboards with drilldowns. |
Interactive dashboards with business drill-down are referenced in demo/overview materials. | |
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Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
Trend analysis and analytics are available for plan performance and utilization. | |
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Scheduled Report Distribution Automatic report distribution to stakeholders. |
Scheduled/recurring report distribution included in reporting toolkit. | |
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KPI Tracking Automated calculation and monitoring of key performance indicators. |
KPIs monitored for service and compliance performance. | |
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Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
Predictive analytics for cash flow and demographics available as part of actuarial/investment modules. | |
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Data Visualization Tools Charts, graphs, and other visualization formats. |
Variety of data visualization tools described in marketing/technical content. | |
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Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
Can export to BI (Power BI, Tableau) per product integration listings. | |
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Time to Generate Dashboard Average time to build and load a dashboard. |
No information available |
User Experience & Support
(7 Yes /7 Known /10 Possible features)
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Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
Designed for use across desktop/mobile/tablet per product claims. | |
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Contextual Help Help or tooltips provided throughout the UI. |
Contextual help and UI tooltips described as included. | |
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Multi-language Support System can operate in multiple user-selectable languages. |
Multiple language support for global clients. | |
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Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
Claims accessibility compliance/standards (WCAG/ADA) in product literature. | |
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User Training Resources Access to guides, videos, and documentation. |
Extensive training materials available via documentation and knowledge base. | |
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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. |
Online, searchable help/knowledge base included. | |
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In-app Guidance Step-by-step walk-throughs for processes. |
In-app guidance/walk-throughs provided as onboarding features. | |
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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 |
Member Self-Service Portals for Member Administration
Digital platforms that allow pension plan participants to access their account information, update personal details, model retirement scenarios, and manage their benefits online. These portals typically include mobile applications for on-the-go access.
More Member Self-Service Portals
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User Experience & Interface
(6 Yes /6 Known /12 Possible features)
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Responsive Design Portal adapts seamlessly to different screen sizes (desktop, tablet, mobile) |
Capita Atlas supports multiple device types and is described as a modern, comprehensive portal on its website. | |
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Accessibility Compliance Adherence to WCAG standards for users with disabilities |
No information available | |
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Multi-language Support Ability to display content in multiple languages for diverse membership |
No information available | |
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Customizable Dashboard Members can personalize their dashboard view and widgets |
Personalized dashboard functionality is standard in modern member self-service portals like Atlas. | |
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Intuitive Navigation Clear menu structure and user flow with minimal clicks to key features |
Atlas is described as intuitive and member-friendly in marketing material, implying user flow optimization. | |
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Page Load Speed Time taken for pages to load completely |
No information available | |
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Mobile App Integration Companion mobile application or progressive web app functionality |
Atlas references mobile accessibility and companion apps in Capita documentation. | |
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Dark Mode Support Option for low-light viewing to reduce eye strain |
No information available | |
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Font Size Adjustment Ability for members to adjust text size for better readability |
No information available | |
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Guided Tutorials Interactive walkthroughs to help members learn portal features |
Guided member onboarding is mentioned in product collateral. | |
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Search Functionality Comprehensive search tool to find information across the portal |
Comprehensive search across records and documents is a stated feature. | |
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Browser Compatibility Number of major browsers fully supported |
No information available |
Account Management
(9 Yes /9 Known /12 Possible features)
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Contact Information Updates Ability for members to update address, phone, email without administrator assistance |
Self-service member contact updates are a core feature of Atlas. | |
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Beneficiary Management Self-service designation and updating of beneficiaries |
Self-service beneficiary management is listed under Atlas member self-service capabilities. | |
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Document Upload Facility for members to upload required documents (ID verification, certificates) |
Document upload for onboarding and claims is a common Atlas portal workflow. | |
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Paperless Communication Opt-in Option to select electronic-only communications |
Paperless communication preferences (email/SMS) are highlighted in Atlas documentation. | |
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Communication Preferences Selection of preferred contact methods and frequency |
Communication preferences are features in member portals according to Capita's offering details. | |
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Life Event Processing Guided workflows for major life events (marriage, divorce, children) |
Guided workflows for major life events are featured as workflow tools in Atlas. | |
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Profile Completeness Indicator Visual indicator showing percentage of profile completion |
No information available | |
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Password Self-Reset Secure mechanism for members to reset their own passwords |
Password self-reset is standard in Atlas security features per product details. | |
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Login History Access Ability to view recent login activity for security awareness |
No information available | |
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Multi-factor Authentication Extra security layer requiring additional verification beyond password |
Multi-factor authentication is described as available in the Atlas security model. | |
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Account Delegation Ability to grant limited access to authorized representatives |
No information available | |
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Profile Data Exportability Option to export personal data in compliance with privacy regulations |
GDPR compliance and member data export are mentioned as part of Atlas privacy controls. |
Financial Information & Tools
(10 Yes /10 Known /13 Possible features)
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Real-time Balance Display Up-to-date account balance information without processing delays |
Real-time account balance viewing is standard in retirement member portals, including Atlas. | |
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Transaction History Comprehensive record of contributions, withdrawals, and fund movements |
Atlas features comprehensive transaction and contribution history viewing. | |
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Historical Returns Visualization Visual representation of investment performance over time |
Atlas provides performance visualization of pension investments. | |
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Contribution Tracking Detailed view of employer and employee contributions |
Both employer and employee contribution tracking are featured use cases in Atlas. | |
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Fee Transparency Clear breakdown of all fees charged to the account |
Fee breakdown and transparency are marketed as differentiators for Atlas. | |
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Retirement Income Calculator Tool to project future retirement income based on current savings |
Atlas offers retirement income and benefit calculation/projection tools. | |
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Contribution Rate Simulator Tool to show impact of changing contribution percentages |
Contribution change simulators are included for engagement in Atlas. | |
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What-If Scenario Modeling Advanced simulator for testing different retirement strategies |
No information available | |
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Tax Impact Estimator Tool to estimate tax implications of different withdrawal strategies |
No information available | |
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Financial Data Export Options Number of formats available for exporting financial data |
No information available | |
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Interactive Retirement Goals Ability to set and track progress toward personalized retirement goals |
Atlas lets users set and track retirement goals as shown in product screenshots and feature lists. | |
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Retirement Age Flexibility Calculator Tool showing financial impact of different retirement ages |
Retirement age flexibility and scenario analysis are supported in Atlas's planning tools. | |
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Benefit Verification Letters Self-service generation of official benefit verification documents |
Benefit verification letter generation is an available option in Atlas. |
Investment Management
(8 Yes /8 Known /13 Possible features)
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Investment Option Selection Self-service capability to change investment fund selections |
Members can change investment preferences in self-service module, as described for Atlas. | |
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Asset Allocation Visualization Graphical representation of current investment mix |
Asset allocation is shown graphically in the product demo. | |
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Fund Performance Metrics Detailed performance data on available investment options |
Fund performance metrics are part of Atlas's self-service suite. | |
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Investment Risk Assessment Tools to evaluate risk tolerance and investment suitability |
No information available | |
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Portfolio Rebalancing Tools Automated or assisted rebalancing to maintain desired allocation |
No information available | |
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Investment Fee Comparison Side-by-side comparison of fees across investment options |
No information available | |
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Investment Strategy Recommendations Personalized guidance based on member profile and goals |
Atlas provides investment recommendations based on member profiles as indicated in marketing content. | |
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Auto-Rebalancing Setup Option to schedule automatic portfolio rebalancing |
No information available | |
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Fund Fact Sheets Access to detailed information about each investment option |
Atlas offers access to fund fact sheets for investor clarity. | |
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ESG/Sustainable Investment Filtering Ability to filter and select funds based on environmental, social, and governance criteria |
No information available | |
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Investment Change Confirmation Clear documentation of investment selection changes |
All investment changes documented and confirmed in Atlas as per compliance protocols. | |
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Investment Education Resources Educational content explaining investment concepts and options |
Atlas offers investment education content as part of member engagement tools. | |
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Real-time Market Data Up-to-date market information relevant to pension investments |
Real-time market updates are available within Atlas for investment awareness. |
Communication & Document Access
(8 Yes /8 Known /12 Possible features)
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Digital Statement Archive Access to historical statements and documents |
Historic and digital statements can be accessed via Atlas member portals. | |
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Statement Retention Period Length of time statements are kept available in the portal |
No information available | |
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Secure Messaging Center Private communication channel between members and administrators |
Portal secure messaging and support channels are described as part of Atlas member support. | |
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Message Response Time Average time for administrator response to member inquiries |
No information available | |
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Document E-Signing Ability to digitally sign pension-related documents |
Support for e-signature of documents is included in Capita's Atlas platform. | |
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Notification Preferences Control over which events trigger notifications and how they're delivered |
Notification preferences are standard in Atlas and highlighted in the feature set. | |
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Plan Documentation Library Repository of plan rules, SPDs, and other official documentation |
A documentation library (plan rules, SPDs) is accessible to members within Atlas. | |
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News and Updates Section Dedicated area for fund news, regulatory changes, and announcements |
News and regulatory change updates are pushed via Atlas to users. | |
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Document Search Functionality Advanced search within archive and library documents |
No information available | |
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Tax Form Access Self-service retrieval of tax documents and statements |
Self-service tax form download is a standard Atlas member feature. | |
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Communication History Complete record of all interactions with fund administrators |
Full communications log and access is noted for compliance in Atlas. | |
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Custom Alert Setup Member-defined triggers for important account notifications |
No information available |
Claims & Benefits Processing
(8 Yes /8 Known /13 Possible features)
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Online Benefit Applications Ability to apply for retirement and other benefits online |
Members can apply for benefits and make changes online in Atlas. | |
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Application Status Tracking Real-time visibility into the processing status of claims |
Claim/application status tracking is available to members as part of the portal. | |
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Digital Claim Forms Pre-populated electronic forms for claim submissions |
Digital and prefilled forms are standard claim components in Atlas. | |
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Required Document Checklist Interactive list showing required documentation for claims |
No information available | |
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Withdrawal Request Processing Online facility for requesting eligible withdrawals |
Atlas supports online eligible withdrawal requests. | |
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Benefit Payment History Record of all benefit payments made to the member |
Benefit payments can be tracked within member transaction history. | |
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Direct Deposit Management Self-service setup and modification of payment bank details |
Direct deposit details can be managed by members. | |
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Benefit Calculation Estimates Tools to estimate benefits under different scenarios before applying |
Benefit estimation calculators are part of the Atlas workflow tools. | |
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Application Processing Time Average time from submission to decision for benefit applications |
No information available | |
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Claim Documentation Upload Ability to directly upload supporting documents for claims |
Claim document upload is part of end-to-end Atlas claim workflow. | |
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Disability Claims Management Specialized tools for disability-related claims and documentation |
No information available | |
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Appeal Process Management Online system for submitting and tracking appeals |
No information available | |
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Survivor Benefit Tools Resources and application tools for survivor benefit claims |
No information available |
Service Credits & History
(2 Yes /2 Known /12 Possible features)
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Service History Timeline Visual representation of employment and contribution history |
Service/contribution timelines and histories are accessible in Atlas. | |
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Service Credit Calculator Tool to calculate accrued service credits and their value |
Atlas provides service credit calculations and accrual tools. | |
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Service Purchase Options Information and tools for buying additional service credits |
No information available | |
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Service Purchase Calculator Tool to estimate costs and benefits of purchasing service credits |
No information available | |
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Military Service Credit Tools Specialized features for military service credit documentation and purchase |
No information available | |
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Employment History Verification Process to review and verify employment records |
No information available | |
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Leave Period Documentation Tools to document and verify periods of leave that affect service credits |
No information available | |
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Multiple Employer Integration Unified view of service across multiple participating employers |
No information available | |
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Service Transfer Tools Features to manage transfer of service between pension systems |
No information available | |
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Retirement Eligibility Tracker Tool showing progress toward various retirement eligibility milestones |
No information available | |
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Part-time Service Proration Accurate calculation of service credits for part-time employment |
No information available | |
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Service History Dispute Resolution Process to address discrepancies in service credit records |
No information available |
Education & Planning Resources
(7 Yes /7 Known /13 Possible features)
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Retirement Readiness Score Personalized assessment of retirement preparedness |
Atlas provides a member-specific retirement readiness score via online dashboard. | |
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Educational Webinar Access Library of recorded and live webinars on retirement topics |
Educational webinars and learning content are available via the Atlas portal. | |
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Financial Wellness Assessment Comprehensive evaluation of overall financial health |
No information available | |
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Retirement Planning Courses Structured educational programs on retirement preparation |
Structured planning and retirement courses are included among Atlas's educational offers. | |
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Social Security Integration Tools that incorporate Social Security benefits into retirement planning |
Integration with Social Security/State pensions for estimates is mentioned as a capability. | |
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Healthcare Cost Projections Estimates of healthcare expenses in retirement |
Retirement healthcare and cost projection tools available in planning module. | |
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Inflation Impact Calculator Tool showing how inflation affects retirement savings over time |
Inflation/erosion analysis calculators included per Atlas product datasheet. | |
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Budget Planning Tools Resources for pre- and post-retirement budgeting |
Budget planners and post-retirement tools are part of Atlas's member education suite. | |
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Financial Advisor Connection Features to connect with financial advisors or counselors |
No information available | |
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Peer Comparison Tools Anonymous benchmarking against similar members' savings patterns |
No information available | |
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Retirement Lifestyle Planning Non-financial resources for planning retirement activities and lifestyle |
No information available | |
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Educational Content Library Size Number of articles, guides, and resources available |
No information available | |
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Event Registration Ability to register for retirement education events and workshops |
No information available |
Security & Compliance
(7 Yes /7 Known /12 Possible features)
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Data Encryption Level Strength of encryption used for data protection |
No information available | |
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Authentication Options Number of authentication methods supported (password, biometric, etc.) |
No information available | |
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Session Timeout Controls Configurable automatic logout after period of inactivity |
Session timeout and user inactivity logout are discussed as part of platform security on Capita's site. | |
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Access Attempt Monitoring System to detect and prevent unauthorized access attempts |
No information available | |
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Suspicious Activity Alerts Notification system for potentially unauthorized account activity |
Suspicious activity and login alerts are built into Atlas security monitoring. | |
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Privacy Policy Accessibility Clear, easy-to-understand privacy information |
Atlas provides a clear and accessible privacy policy for members. | |
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Regulatory Compliance Documentation Evidence of compliance with relevant regulations (GDPR, CCPA, etc.) |
Capita's Atlas is accredited for GDPR and UK-based regulations and provides compliance documentation. | |
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Security Certification Level Industry security certifications held (SOC 2, ISO 27001, etc.) |
Atlas is described as SOC2-compliant and ISO 27001-certified by Capita. | |
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Penetration Testing Frequency How often security testing is performed |
No information available | |
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Data Breach Notification Protocol Documented process for notifying members of security incidents |
Capita outlines its standard data breach notification protocol for Atlas in trust/compliance materials. | |
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Third-Party Access Controls Security measures governing vendor and partner access to data |
Vendor and partner data access restrictions are claimed for Atlas compliance. | |
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Regular Security Updates Frequency of security patches and updates |
No information available |
Integration & Technology
(5 Yes /5 Known /13 Possible features)
|
Single Sign-On Capability Integration with employer or third-party authentication systems |
Single sign-on integration with employer HR/authentication systems is supported in Atlas. | |
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API Availability Public APIs allowing secure integration with other systems |
No information available | |
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External Account Aggregation Ability to connect and view external financial accounts |
Some Atlas implementations aggregate external pension/finance accounts (as referenced in integration capabilities). | |
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Banking System Integration Direct connection with banking systems for contributions and payments |
Capita documentation highlights integration for payments and direct deposits with banking systems. | |
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HR System Integration Connection with employer HR systems for data synchronization |
Atlas provides employer HR system integration per product documentation. | |
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Mobile App Feature Parity Percentage of web portal features available in mobile app |
No information available | |
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Offline Functionality Features accessible without internet connection |
No information available | |
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Data Synchronization Frequency How often data is updated between systems |
No information available | |
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Push Notification Support Real-time alerting through mobile notifications |
Push notification for status alerts and reminders supported by mobile companion. | |
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Calendar Integration Ability to add retirement events to personal calendars |
No information available | |
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Digital Assistant/Chatbot AI-driven assistant for member questions and guidance |
No information available | |
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Screen Reader Compatibility Proper functioning with accessibility tools for visually impaired users |
No information available | |
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System Uptime Guarantee Percentage of time the system is operational |
No information available |
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