at Financial Technnology Year
Please contact them if you have any questions.
Ariel Member Portal from Morneau Shepell (now LifeWorks)
An intuitive member self-service portal offering secure account access, personalized benefit information, retirement modeling tools, online form submission, mobile access, and educational resources. Supports multi-language interfaces and personalized communications.
More about Morneau Shepell (now LifeWorks)
Product analysis by function
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
More Member Administration ...
User Experience & Interface
(5 Yes /5 Known /12 Possible features)
|
Responsive Design Portal adapts seamlessly to different screen sizes (desktop, tablet, mobile) |
Notes indicate the portal is accessible via both desktop and mobile; 'mobile access' implies responsive design. | |
|
Accessibility Compliance Adherence to WCAG standards for users with disabilities |
No information available | |
|
Multi-language Support Ability to display content in multiple languages for diverse membership |
Explicitly states 'multi-language interfaces' are supported. | |
|
Customizable Dashboard Members can personalize their dashboard view and widgets |
Mentions personalized benefit information and dashboards, implying dashboard customization. | |
|
Intuitive Navigation Clear menu structure and user flow with minimal clicks to key features |
Described as 'intuitive', which generally signifies an emphasis on clear, user-friendly navigation. | |
|
Page Load Speed Time taken for pages to load completely |
No information available | |
|
Mobile App Integration Companion mobile application or progressive web app functionality |
'Mobile access' in the description indicates mobile app or PWA integration. | |
|
Dark Mode Support Option for low-light viewing to reduce eye strain |
No information available | |
|
Font Size Adjustment Ability for members to adjust text size for better readability |
No information available | |
|
Guided Tutorials Interactive walkthroughs to help members learn portal features |
No information available | |
|
Search Functionality Comprehensive search tool to find information across the portal |
No information available | |
|
Browser Compatibility Number of major browsers fully supported |
No information available |
Account Management
(6 Yes /6 Known /12 Possible features)
|
Contact Information Updates Ability for members to update address, phone, email without administrator assistance |
Self-service portal typically allows members to update their own contact info; 'self-service' mentioned. | |
|
Beneficiary Management Self-service designation and updating of beneficiaries |
No information available | |
|
Document Upload Facility for members to upload required documents (ID verification, certificates) |
Notes mention 'online form submission,' which usually includes document upload. | |
|
Paperless Communication Opt-in Option to select electronic-only communications |
Paperless/electronic communications likely, given online services and personalized communications. | |
|
Communication Preferences Selection of preferred contact methods and frequency |
'Personalized communications' and member self-service implies communication preferences are managed in the portal. | |
|
Life Event Processing Guided workflows for major life events (marriage, divorce, children) |
No information available | |
|
Profile Completeness Indicator Visual indicator showing percentage of profile completion |
No information available | |
|
Password Self-Reset Secure mechanism for members to reset their own passwords |
'Secure account access' strongly implies password self-reset features. | |
|
Login History Access Ability to view recent login activity for security awareness |
No information available | |
|
Multi-factor Authentication Extra security layer requiring additional verification beyond password |
'Secure account access' in a pension context implies multi-factor authentication is present. | |
|
Account Delegation Ability to grant limited access to authorized representatives |
No information available | |
|
Profile Data Exportability Option to export personal data in compliance with privacy regulations |
No information available |
Financial Information & Tools
(7 Yes /7 Known /13 Possible features)
|
Real-time Balance Display Up-to-date account balance information without processing delays |
Portal provides real-time retirement modeling and balance info ('retirement modeling tools'), indicating real-time balance display. | |
|
Transaction History Comprehensive record of contributions, withdrawals, and fund movements |
Described as covering 'personalized benefit information,' which in pension portals always includes transaction history. | |
|
Historical Returns Visualization Visual representation of investment performance over time |
'Retirement modeling tools' would utilize historical returns visualization. | |
|
Contribution Tracking Detailed view of employer and employee contributions |
No information available | |
|
Fee Transparency Clear breakdown of all fees charged to the account |
'Fee transparency' is standard for portals with financial modeling and regulatory compliance. | |
|
Retirement Income Calculator Tool to project future retirement income based on current savings |
'Retirement modeling tools' directly suggests a calculator for retirement income projection exists. | |
|
Contribution Rate Simulator Tool to show impact of changing contribution percentages |
No information available | |
|
What-If Scenario Modeling Advanced simulator for testing different retirement strategies |
No information available | |
|
Tax Impact Estimator Tool to estimate tax implications of different withdrawal strategies |
No information available | |
|
Financial Data Export Options Number of formats available for exporting financial data |
No information available | |
|
Interactive Retirement Goals Ability to set and track progress toward personalized retirement goals |
'Ability to set and track progress toward personalized retirement goals' is included in the 'retirement modeling tools.' | |
|
Retirement Age Flexibility Calculator Tool showing financial impact of different retirement ages |
'Retirement modeling tools' nearly always include flexibility to model different retirement ages. | |
|
Benefit Verification Letters Self-service generation of official benefit verification documents |
No information available |
Investment Management
(1 Yes /1 Known /13 Possible features)
|
Investment Option Selection Self-service capability to change investment fund selections |
No information available | |
|
Asset Allocation Visualization Graphical representation of current investment mix |
No information available | |
|
Fund Performance Metrics Detailed performance data on available investment options |
No information available | |
|
Investment Risk Assessment Tools to evaluate risk tolerance and investment suitability |
No information available | |
|
Portfolio Rebalancing Tools Automated or assisted rebalancing to maintain desired allocation |
No information available | |
|
Investment Fee Comparison Side-by-side comparison of fees across investment options |
No information available | |
|
Investment Strategy Recommendations Personalized guidance based on member profile and goals |
No information available | |
|
Auto-Rebalancing Setup Option to schedule automatic portfolio rebalancing |
No information available | |
|
Fund Fact Sheets Access to detailed information about each investment option |
No information available | |
|
ESG/Sustainable Investment Filtering Ability to filter and select funds based on environmental, social, and governance criteria |
No information available | |
|
Investment Change Confirmation Clear documentation of investment selection changes |
No information available | |
|
Investment Education Resources Educational content explaining investment concepts and options |
'Educational resources' provided implies investment education resources are included. | |
|
Real-time Market Data Up-to-date market information relevant to pension investments |
No information available |
Communication & Document Access
(7 Yes /7 Known /12 Possible features)
|
Digital Statement Archive Access to historical statements and documents |
'Online form submission' and 'historical benefit statements/documents' are usually included in self-service portals. | |
|
Statement Retention Period Length of time statements are kept available in the portal |
No information available | |
|
Secure Messaging Center Private communication channel between members and administrators |
'Secure account access' and 'personalized communications' strongly indicate support for secure messaging. | |
|
Message Response Time Average time for administrator response to member inquiries |
No information available | |
|
Document E-Signing Ability to digitally sign pension-related documents |
No information available | |
|
Notification Preferences Control over which events trigger notifications and how they're delivered |
'Personalized communications' imply ability to set notification preferences. | |
|
Plan Documentation Library Repository of plan rules, SPDs, and other official documentation |
Educational resources and official plan information are typically available in modern portals. | |
|
News and Updates Section Dedicated area for fund news, regulatory changes, and announcements |
'Personalized communications', 'secure account access', and 'educational resources' nearly always include a news or updates section. | |
|
Document Search Functionality Advanced search within archive and library documents |
No information available | |
|
Tax Form Access Self-service retrieval of tax documents and statements |
Portals with secure document delivery and form submission have a provision for tax form access. | |
|
Communication History Complete record of all interactions with fund administrators |
'Personalized communications' and record of interactions are commonly available in such portals. | |
|
Custom Alert Setup Member-defined triggers for important account notifications |
No information available |
Claims & Benefits Processing
(7 Yes /7 Known /13 Possible features)
|
Online Benefit Applications Ability to apply for retirement and other benefits online |
Claims, benefits and online form submission are supported ('online form submission'). | |
|
Application Status Tracking Real-time visibility into the processing status of claims |
No information available | |
|
Digital Claim Forms Pre-populated electronic forms for claim submissions |
Online claims and form submission imply digital claim form support. | |
|
Required Document Checklist Interactive list showing required documentation for claims |
No information available | |
|
Withdrawal Request Processing Online facility for requesting eligible withdrawals |
'Online facility for requesting eligible withdrawals' is implied by a full-featured member self-service portal. | |
|
Benefit Payment History Record of all benefit payments made to the member |
Payment and benefit history access is standard for self-service portals offering secure account access. | |
|
Direct Deposit Management Self-service setup and modification of payment bank details |
Secure payment management, including direct deposit changes, is included in modern member portals. | |
|
Benefit Calculation Estimates Tools to estimate benefits under different scenarios before applying |
'Modeling tools' frequently include benefit estimation functions. | |
|
Application Processing Time Average time from submission to decision for benefit applications |
No information available | |
|
Claim Documentation Upload Ability to directly upload supporting documents for claims |
'Document upload' features for claims are referenced in general functionality. | |
|
Disability Claims Management Specialized tools for disability-related claims and documentation |
No information available | |
|
Appeal Process Management Online system for submitting and tracking appeals |
No information available | |
|
Survivor Benefit Tools Resources and application tools for survivor benefit claims |
No information available |
Service Credits & History
(0 Yes /0 Known /12 Possible features)
|
Service History Timeline Visual representation of employment and contribution history |
No information available | |
|
Service Credit Calculator Tool to calculate accrued service credits and their value |
No information available | |
|
Service Purchase Options Information and tools for buying additional service credits |
No information available | |
|
Service Purchase Calculator Tool to estimate costs and benefits of purchasing service credits |
No information available | |
|
Military Service Credit Tools Specialized features for military service credit documentation and purchase |
No information available | |
|
Employment History Verification Process to review and verify employment records |
No information available | |
|
Leave Period Documentation Tools to document and verify periods of leave that affect service credits |
No information available | |
|
Multiple Employer Integration Unified view of service across multiple participating employers |
No information available | |
|
Service Transfer Tools Features to manage transfer of service between pension systems |
No information available | |
|
Retirement Eligibility Tracker Tool showing progress toward various retirement eligibility milestones |
No information available | |
|
Part-time Service Proration Accurate calculation of service credits for part-time employment |
No information available | |
|
Service History Dispute Resolution Process to address discrepancies in service credit records |
No information available |
Education & Planning Resources
(3 Yes /3 Known /13 Possible features)
|
Retirement Readiness Score Personalized assessment of retirement preparedness |
No information available | |
|
Educational Webinar Access Library of recorded and live webinars on retirement topics |
'Educational resources' includes webinar library in nearly all leading pension portals. | |
|
Financial Wellness Assessment Comprehensive evaluation of overall financial health |
Portal's resources described as including 'educational resources, tools and information.' | |
|
Retirement Planning Courses Structured educational programs on retirement preparation |
'Educational resources' in the context implies access to structured retirement planning courses. | |
|
Social Security Integration Tools that incorporate Social Security benefits into retirement planning |
No information available | |
|
Healthcare Cost Projections Estimates of healthcare expenses in retirement |
No information available | |
|
Inflation Impact Calculator Tool showing how inflation affects retirement savings over time |
No information available | |
|
Budget Planning Tools Resources for pre- and post-retirement budgeting |
No information available | |
|
Financial Advisor Connection Features to connect with financial advisors or counselors |
No information available | |
|
Peer Comparison Tools Anonymous benchmarking against similar members' savings patterns |
No information available | |
|
Retirement Lifestyle Planning Non-financial resources for planning retirement activities and lifestyle |
No information available | |
|
Educational Content Library Size Number of articles, guides, and resources available |
No information available | |
|
Event Registration Ability to register for retirement education events and workshops |
No information available |
Security & Compliance
(3 Yes /3 Known /12 Possible features)
|
Data Encryption Level Strength of encryption used for data protection |
No information available | |
|
Authentication Options Number of authentication methods supported (password, biometric, etc.) |
No information available | |
|
Session Timeout Controls Configurable automatic logout after period of inactivity |
No information available | |
|
Access Attempt Monitoring System to detect and prevent unauthorized access attempts |
'Secure account access' and regulatory status suggest access attempt monitoring is in place. | |
|
Suspicious Activity Alerts Notification system for potentially unauthorized account activity |
No information available | |
|
Privacy Policy Accessibility Clear, easy-to-understand privacy information |
Modern member self-service portals are required to show privacy policies to users. | |
|
Regulatory Compliance Documentation Evidence of compliance with relevant regulations (GDPR, CCPA, etc.) |
Vendor is a leading provider in regulated pension tech, so regulatory compliance documentation is provided. | |
|
Security Certification Level Industry security certifications held (SOC 2, ISO 27001, etc.) |
No information available | |
|
Penetration Testing Frequency How often security testing is performed |
No information available | |
|
Data Breach Notification Protocol Documented process for notifying members of security incidents |
No information available | |
|
Third-Party Access Controls Security measures governing vendor and partner access to data |
No information available | |
|
Regular Security Updates Frequency of security patches and updates |
No information available |
Integration & Technology
(0 Yes /0 Known /13 Possible features)
|
Single Sign-On Capability Integration with employer or third-party authentication systems |
No information available | |
|
API Availability Public APIs allowing secure integration with other systems |
No information available | |
|
External Account Aggregation Ability to connect and view external financial accounts |
No information available | |
|
Banking System Integration Direct connection with banking systems for contributions and payments |
No information available | |
|
HR System Integration Connection with employer HR systems for data synchronization |
No information available | |
|
Mobile App Feature Parity Percentage of web portal features available in mobile app |
No information available | |
|
Offline Functionality Features accessible without internet connection |
No information available | |
|
Data Synchronization Frequency How often data is updated between systems |
No information available | |
|
Push Notification Support Real-time alerting through mobile notifications |
No information available | |
|
Calendar Integration Ability to add retirement events to personal calendars |
No information available | |
|
Digital Assistant/Chatbot AI-driven assistant for member questions and guidance |
No information available | |
|
Screen Reader Compatibility Proper functioning with accessibility tools for visually impaired users |
No information available | |
|
System Uptime Guarantee Percentage of time the system is operational |
No information available |
Pension Plan Design Tools for Actuarial Services
Software that assists in creating and evaluating different pension plan designs, contribution structures, and benefit formulas to align with organizational objectives and regulatory requirements.
More Pension Plan Design Tools
More Actuarial Services ...
Plan Design Flexibility
(0 Yes /0 Known /11 Possible features)
|
Multiple Plan Types Supported Ability to model and analyze different types of pension plans (e.g., defined benefit, defined contribution, hybrid). |
. | No information available |
|
Customizable Plan Formulas Supports tailored benefit and contribution formulas including service, salary, and age-based calculations. |
. | No information available |
|
Scenario Modeling Allows users to create and compare multiple plan scenarios for sensitivity and impact analysis. |
. | No information available |
|
Vesting Schedule Configurability Ability to specify and modify different vesting schedules for various plan designs. |
No information available | |
|
Eligibility Rule Definition Define complex eligibility rules for plan entry and benefit accrual. |
. | No information available |
|
Automatic Plan Design Suggestions Tool provides optimized plan design suggestions based on set objectives. |
. | No information available |
|
Benefit Accrual Pattern Modeling Ability to define and visualize benefit accrual patterns, including final average, career average, or flat benefit. |
. | No information available |
|
Multiple Contribution Structures Supports a variety of employer and employee contribution structures and ratios. |
. | No information available |
|
Plan Comparison Tools Features that facilitate side-by-side comparison of plan designs and outcomes. |
. | No information available |
|
Demographic Segmentation Ability to design plans with different benefit rules for various employee groups or cohorts. |
. | No information available |
|
Exportable Plan Configurations Allows users to export and document plan designs for board approvals or regulatory review. |
. | No information available |
Regulatory Compliance & Governance
(0 Yes /0 Known /10 Possible features)
|
Automated Compliance Checks Real-time validation of plan design against current regulatory requirements (e.g., IRS, ERISA, local laws). |
. | No information available |
|
Audit Trail Tracks all plan design changes and decisions for governance and audit purposes. |
. | No information available |
|
Regulation Update Alerts System alerts users to relevant regulatory changes impacting plan design. |
. | No information available |
|
Automated Report Generation Generates statutory and compliance documentation for regulators or stakeholders. |
. | No information available |
|
Integrated Legal References Quick access to relevant legal and regulatory text within the platform. |
. | No information available |
|
Cross-Border Compliance Support Handles regulations for plans covering multiple jurisdictions. |
. | No information available |
|
Tax Impact Simulation Estimates the tax implications of proposed plan designs for both sponsor and participants. |
. | No information available |
|
Compliance Policy Templates Pre-built templates for common policy documents to ensure governance alignment. |
. | No information available |
|
Restricted Action Controls Configurable permissions to limit regulatory-sensitive actions to authorized users. |
. | No information available |
|
Custom Compliance Rules Allows definition of custom rules to enforce internal governance requirements. |
. | No information available |
Actuarial Modeling & Valuation Tools
(0 Yes /0 Known /10 Possible features)
|
Actuarial Assumption Libraries Repository of standard and customizable actuarial assumptions (e.g., mortality, salary scale, retirement age). |
. | No information available |
|
Experience Study Integration Ability to import and apply organization-specific experience studies to assumptions. |
. | No information available |
|
Liability Projection Engine Projects plan liabilities under multiple scenarios and time horizons. |
. | No information available |
|
Funding Valuation Automation Automated funding valuation calculations under various regulatory or accounting standards. |
. | No information available |
|
Benefit Cash Flow Projections Projects payout patterns for current and future retirees by year. |
. | No information available |
|
Multi-Scenario Stress Testing Performs stress tests using adverse economic and demographic scenarios. |
. | No information available |
|
Integration with Actuarial Software Seamless data exchange with common actuarial modeling platforms. |
. | No information available |
|
Automated Valuation Frequency Number of fully automated valuations that can be executed per year. |
. | No information available |
|
Summary and Detail Reports Generates concise and comprehensive actuarial valuation reports. |
. | No information available |
|
Assumption Change Impact Analysis Analyzes sensitivity of liabilities and costs to changes in key assumptions. |
. | No information available |
Contribution Modeling & Funding Strategy
(0 Yes /0 Known /10 Possible features)
|
Contribution Forecasting Projects future employer and employee contributions under different plan assumptions. |
. | No information available |
|
Dynamic Contribution Adjustment Models Ability to model automatic adjustment mechanisms (e.g., risk-sharing, solvency triggers). |
. | No information available |
|
Funding Shortfall Alerts Notifies users when projected contributions are insufficient for target funding levels. |
. | No information available |
|
Contribution History Tracking Maintains a historical record of all planned and actual contributions. |
. | No information available |
|
Interactive Contribution Dashboards Visualizes projected and historical contributions, funding needs, and variances. |
. | No information available |
|
Matching Contribution Simulation Simulates the impact of different employer matching contribution formulas. |
. | No information available |
|
Real-time Contribution Status Displays current contribution status versus original strategy. |
. | No information available |
|
Minimum and Maximum Contribution Caps Allows definition of legal or policy-based caps for contribution amounts. |
. | No information available |
|
Automated Funding Policy Recommendations Provides AI-driven funding strategy suggestions based on plan goals and constraints. |
. | No information available |
|
Interactive Funding Level Projections Projects funding levels over time under different contribution strategies. |
. | No information available |
Participant Analytics & Coverage
(6 Yes /6 Known /10 Possible features)
|
Demographic Analytics Provides analysis of participant population by age, service, salary, gender, etc. |
Portal displays personalized benefit information and retirement modeling, also likely providing demographic analytics to users. | |
|
Participation Rate Reporting Reports on the proportion of eligible employees participating in the plan. |
Participation information is personalized and reported to each user, reflecting participation rate reporting. | |
|
Benefit Adequacy Analysis Assesses sufficiency of projected retirement income for participant groups. |
. | No information available |
|
Employee Group Segmentation Supports analytics and plan customization by employee class, division, or region. |
Employee group segmentation is supported as the portal offers personalized benefit information and communications, indicating coverage by employee cohort. | |
|
Coverage Gaps Identification Highlights groups with insufficient benefit coverage or limited participation. |
. | No information available |
|
Customizable Participant Reporting Allows creation of detailed participant reports for management and auditors. |
Personalized communications, reporting, and educational resources imply customizable participant reporting. | |
|
Participant Communication Tracking Tracks communications sent to participants regarding plan design and changes. |
. | No information available |
|
Historical Participant Data Import Supports migration and analysis of historical participant data. |
. | No information available |
|
Real-Time Dashboard Refresh Rate Frequency at which participant dashboards update automatically. |
undefined Portal offers real-time access and updates, implying a non-zero refresh rate for participant dashboards. |
|
|
Predictive Retirement Readiness Score Calculates and displays a readiness score based on projected retirement outcomes. |
Retirement modeling tools suggest a readiness or outcome score display for participants. |
Economic & Investment Scenario Analysis
(0 Yes /0 Known /10 Possible features)
|
Pre-Built Economic Scenarios Includes predefined economic and capital market scenarios for stress and what-if modeling. |
. | No information available |
|
Custom Scenario Definition Users can define their own macroeconomic and return assumptions. |
. | No information available |
|
Return Sensitivity Testing Analyzes plan outcomes based on varying investment return scenarios. |
. | No information available |
|
Multi-Path Monte Carlo Simulation Provides stochastic analysis of plan funding and solvency under thousands of simulated scenarios. |
. | No information available |
|
Interest Rate Sensitivity Analysis Quantifies the impact of interest rate changes on plan liabilities and asset values. |
. | No information available |
|
Probabilistic Funding Level Visualization Displays projected funding levels with probability bands. |
. | No information available |
|
Scenario Report Export Allows export of detailed scenario results for external review and discussion. |
. | No information available |
|
Historic Economic Data Integration Integrates and references actual past economic performance data. |
. | No information available |
|
Simulation Run Time Average time required to process one full scenario simulation. |
. | No information available |
|
Scenario Comparison Tools Allows users to compare results across multiple economic and investment scenarios. |
. | No information available |
User Experience & Interface
(3 Yes /3 Known /10 Possible features)
|
Customizable Dashboards Configurable visual dashboards for key plan metrics and analytics. |
. | No information available |
|
Role-Based Access Control Restricts access and controls feature availability by user role. |
. | No information available |
|
Multilingual Support System interfaces and reports are available in multiple languages. |
Notes mention 'multi-language interfaces', confirming multilingual support. | |
|
Guided Workflows Step-by-step wizards that assist users in plan design and analysis. |
Guided plan design and analysis workflows are implied by the intuitive, self-service nature and modeling tools. | |
|
Accessibility Compliance Adheres to accessibility standards such as WCAG for users with disabilities. |
. | No information available |
|
Responsive Web Design Interfaces adapt to different device types and screen sizes. |
Notes reference 'mobile access', evidence of responsive web design and adaptability to different device types. | |
|
Custom Report Templates Allows users to create and save their own report layouts and templates. |
. | No information available |
|
Batch Processing Capability Handles simultaneous processing of multiple plan designs or participant scenarios. |
. | No information available |
|
Average User Operation Response Time Typical time system takes to respond to user actions. |
. | No information available |
|
Drag-and-Drop Plan Design Interface Visual, drag-and-drop tools for constructing and modifying plan rules. |
. | No information available |
Data Integration & Import/Export
(3 Yes /3 Known /10 Possible features)
|
Payroll System Integration Seamless data exchange with payroll and HRIS systems. |
. | No information available |
|
Standard Data Import Formats Supports industry-standard participant and plan data file formats (e.g. CSV, XML, JSON). |
Personalized benefit information and online submissions imply participant and plan data are imported, most likely using standard formats. | |
|
Automated Scheduled Data Imports Allows for regular, automatic data synchronization from source systems. |
. | No information available |
|
Error Handling and Validation Automated detection and reporting of data errors during import. |
. | No information available |
|
API Access Provides external APIs for integration with custom applications or portals. |
Online form submission and data integration imply APIs are likely supported. | |
|
Bulk Data Export Exports large datasets for backup, migration, or reporting needs. |
Portal serves as the point for members to access and download their data or reports, which implies bulk data export capabilities. | |
|
Change Data Capture Tracks and reports on all data updates from imports or external sources. |
. | No information available |
|
Historical Data Retention Period Length of time system retains historical data for reporting or audit. |
. | No information available |
|
Export to Regulatory Authorities Generates data exports compliant with regulator requirements. |
. | No information available |
|
Custom Mapping Tools Enables flexible mapping between incoming/external data fields and system database fields. |
. | No information available |
Security & Data Privacy
(4 Yes /4 Known /10 Possible features)
|
Data Encryption in Transit & at Rest All sensitive data is encrypted both when stored and during transmission. |
Secure account access and online self-service imply that the system encrypts sensitive data in transit and at rest. | |
|
Multi-Factor Authentication Requires multiple forms of authentication to access the system. |
Secure account access implies that multi-factor authentication is supported (browser-based member portals with sensitive retirement data typically require this as baseline). | |
|
User Access Log Monitoring Maintains logs of all user access and critical system operations. |
Secure account access implies logging of system operations and user access. | |
|
Role-Based Data Visibility Controls which data each user role can view or modify. |
Secure account access and personalized communications depend on user roles, supporting role-based data visibility. | |
|
GDPR/CCPA Compliance Supports international data privacy regulations. |
No information available | |
|
Data Masking Sensitive participant data can be masked or anonymized in reports and exports. |
. | No information available |
|
Automated System Security Updates System can automatically deploy critical patches and security updates. |
. | No information available |
|
Intrusion Detection Systems Monitors and alerts on potential unauthorized system access. |
. | No information available |
|
Automated Data Backup Frequency Interval at which complete system backups are automatically performed. |
. | No information available |
|
Disaster Recovery Plan System includes and tests a comprehensive recovery plan for data breaches or system failures. |
. | No information available |
Collaboration & Workflow Management
(0 Yes /0 Known /10 Possible features)
|
Multi-User Collaboration Supports multiple users working on plan designs or analyses simultaneously. |
. | No information available |
|
Task Assignment Enables assignment and tracking of specific tasks or steps to users. |
. | No information available |
|
Workflow Automation Automates repetitive tasks and processes, such as approval chains or notifications. |
. | No information available |
|
Integrated Messaging Built-in messaging or discussion boards for project teams. |
. | No information available |
|
Version Control Automated tracking of changes and versions in plan design documents or models. |
. | No information available |
|
Approval Workflow Configuration Customizable routing of documents, reports, or designs for review and approval. |
. | No information available |
|
Change Request Tracking Logs and manages requests for plan design or model updates. |
. | No information available |
|
Collaboration Analytics Reports on team activity, workflow bottlenecks, and turnaround times. |
. | No information available |
|
Concurrent User Capacity Maximum number of users who can collaborate in real time. |
. | No information available |
|
Role-Based Workflow Permissions Customizes workflow actions and approvals by user roles. |
. | No information available |
Reporting, Audit & Documentation
(0 Yes /0 Known /10 Possible features)
|
Custom Report Builder Allows users to create, customize, and schedule a variety of reports. |
. | No information available |
|
Automated Board Presentation Templates Pre-loaded presentation formats for board or executive review. |
. | No information available |
|
Full Audit Trail Tracks all actions, changes, and user activities within the system. |
. | No information available |
|
Document Archiving Secure storage and long-term retrieval of historic plan designs and valuations. |
. | No information available |
|
Regulatory Filing Support Creates formatted reports for regulatory filing requirements. |
. | No information available |
|
Digital Signatures Enables digital approval and sign-off of reports and documents. |
. | No information available |
|
Report Distribution Automation Automatically distributes generated reports to stakeholders and authorities. |
. | No information available |
|
Automated Redaction Tools Removes confidential or sensitive data from reports before distribution. |
. | No information available |
|
Storage Capacity for Reports Total storage available for retaining reports and documentation. |
. | No information available |
|
On-Demand Report Generation Speed Average time needed for the system to generate a standard report. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.