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Altair Member Self-Service from Aquila Heywood
A configurable member portal offering benefit projections, retirement modeling, document sharing, online retirement processing, contribution history viewing, secure messaging, and personalized dashboard. Includes accessibility compliance and responsive design.
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.
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User Experience & Interface
(4 Yes /5 Known /12 Possible features)
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Responsive Design Portal adapts seamlessly to different screen sizes (desktop, tablet, mobile) |
Official product notes mention fully responsive design for any device, confirming seamless adaptation to screen sizes. | |
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Accessibility Compliance Adherence to WCAG standards for users with disabilities |
Accessibility compliance is explicitly listed; portal is designed to meet accessibility standards (WCAG). | |
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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 is a highlighted capability in both overview and technical documentation. | |
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Intuitive Navigation Clear menu structure and user flow with minimal clicks to key features |
Clear navigation and streamlined flows are noted as design priorities, supporting this feature. | |
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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 |
Not as far as we are aware.* No reference to a dedicated mobile app or PWA; mobile experience is via responsive web. | |
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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 |
No information available | |
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Search Functionality Comprehensive search tool to find information across the portal |
No information available | |
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Browser Compatibility Number of major browsers fully supported |
No information available |
Account Management
(7 Yes /7 Known /12 Possible features)
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Contact Information Updates Ability for members to update address, phone, email without administrator assistance |
Self-service update of contact information is a core member self-service workflow. | |
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Beneficiary Management Self-service designation and updating of beneficiaries |
Beneficiary management is mentioned as a standard process available for self-service. | |
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Document Upload Facility for members to upload required documents (ID verification, certificates) |
Document upload/sharing is noted in product description as available to members. | |
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Paperless Communication Opt-in Option to select electronic-only communications |
No information available | |
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Communication Preferences Selection of preferred contact methods and frequency |
Communication preferences for notification and messaging are configurable in the portal. | |
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Life Event Processing Guided workflows for major life events (marriage, divorce, children) |
No information available | |
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Profile Completeness Indicator Visual indicator showing percentage of profile completion |
Portal highlights a profile completeness widget for members. | |
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Password Self-Reset Secure mechanism for members to reset their own passwords |
Self-service password reset is a standard security feature, mentioned in documentation. | |
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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 listed as a configurable security option. | |
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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 |
No information available |
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 |
Balance and account information is displayed in real-time according to product highlights. | |
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Transaction History Comprehensive record of contributions, withdrawals, and fund movements |
Members can view full contribution and transaction history. | |
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Historical Returns Visualization Visual representation of investment performance over time |
Historical returns and projections are shown via retirement modeling tools. | |
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Contribution Tracking Detailed view of employer and employee contributions |
Contribution history is available in detail as part of the core member view. | |
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Fee Transparency Clear breakdown of all fees charged to the account |
Fee information is included in account views, supporting transparency. | |
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Retirement Income Calculator Tool to project future retirement income based on current savings |
Retirement income projection/calculator tool is a featured member function. | |
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Contribution Rate Simulator Tool to show impact of changing contribution percentages |
No information available | |
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What-If Scenario Modeling Advanced simulator for testing different retirement strategies |
What-if scenario modeling is specifically listed under tools for retirement scenarios. | |
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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 |
Goal setting and tracking toward retirement are documented as available. | |
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Retirement Age Flexibility Calculator Tool showing financial impact of different retirement ages |
Retirement modeling tools allow experimentation with different retirement ages. | |
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Benefit Verification Letters Self-service generation of official benefit verification documents |
Benefit verification letters are available for download by members (source: product brochure). |
Investment Management
(3 Yes /3 Known /13 Possible features)
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Investment Option Selection Self-service capability to change investment fund selections |
Investment option adjustments are part of the standard member workflows. | |
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Asset Allocation Visualization Graphical representation of current investment mix |
No information available | |
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Fund Performance Metrics Detailed performance data on available investment options |
Fund performance metrics, including charts and KPIs, are displayed for member investments. | |
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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 |
No information available | |
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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 |
No information available | |
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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 |
No information available | |
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Investment Education Resources Educational content explaining investment concepts and options |
Dedicated investment education and information resources are referenced as part of the portal. | |
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Real-time Market Data Up-to-date market information relevant to pension investments |
No information available |
Communication & Document Access
(6 Yes /6 Known /12 Possible features)
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Digital Statement Archive Access to historical statements and documents |
Members have access to a historical archive of statements and documents via the portal. | |
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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 |
Secure private messaging with administrators is called out as a key communication feature. | |
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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 |
Product marketing material references digital e-signing for pension documentation. | |
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Notification Preferences Control over which events trigger notifications and how they're delivered |
No information available | |
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Plan Documentation Library Repository of plan rules, SPDs, and other official documentation |
Plan documentation and resources library available within the member portal. | |
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News and Updates Section Dedicated area for fund news, regulatory changes, and announcements |
News and updates section maintained for regulatory changes and fund news. | |
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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 |
Tax forms are available for member self-service download according to documentation. | |
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Communication History Complete record of all interactions with fund administrators |
No information available | |
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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 |
Application for retirement benefits can be completed online; process is emphasized in feature list. | |
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Application Status Tracking Real-time visibility into the processing status of claims |
Real-time status tracking for benefit applications is stated as a user benefit. | |
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Digital Claim Forms Pre-populated electronic forms for claim submissions |
Members complete digital claim forms as part of retirement and benefits processing. | |
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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 |
Withdrawal requests are a standard online workflow for eligible members. | |
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Benefit Payment History Record of all benefit payments made to the member |
Benefit payment history is accessible for self-service through the member portal. | |
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Direct Deposit Management Self-service setup and modification of payment bank details |
Direct deposit setup and editing is supported in the portal. | |
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Benefit Calculation Estimates Tools to estimate benefits under different scenarios before applying |
Calculators for estimating retirement and other benefits are prominent in documentation. | |
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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 |
Supporting claim documentation can be uploaded through the online portal. | |
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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 history timelines and contribution history are part of the member's view. | |
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Service Credit Calculator Tool to calculate accrued service credits and their value |
Service credit calculation tool is referenced as a core resource. | |
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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
(3 Yes /3 Known /13 Possible features)
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Retirement Readiness Score Personalized assessment of retirement preparedness |
Retirement readiness scoring is part of the benefit projection and planning tools. | |
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Educational Webinar Access Library of recorded and live webinars on retirement topics |
No information available | |
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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 |
No information available | |
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Social Security Integration Tools that incorporate Social Security benefits into retirement planning |
No information available | |
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Healthcare Cost Projections Estimates of healthcare expenses in retirement |
No information available | |
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Inflation Impact Calculator Tool showing how inflation affects retirement savings over time |
The calculator for retirement projection covers future value and inflation assumptions. | |
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Budget Planning Tools Resources for pre- and post-retirement budgeting |
Budgeting and planning tools are referenced in the context of retirement readiness. | |
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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
(5 Yes /5 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 |
Product architecture offers session timeout controls and other security settings. | |
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Access Attempt Monitoring System to detect and prevent unauthorized access attempts |
System monitors and alerts for unauthorized access attempts and login failures. | |
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Suspicious Activity Alerts Notification system for potentially unauthorized account activity |
No information available | |
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Privacy Policy Accessibility Clear, easy-to-understand privacy information |
Privacy policy is provided and readily accessible to all members. | |
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Regulatory Compliance Documentation Evidence of compliance with relevant regulations (GDPR, CCPA, etc.) |
Product literature references compliance with GDPR and similar standards. | |
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Security Certification Level Industry security certifications held (SOC 2, ISO 27001, etc.) |
No information available | |
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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 |
No information available | |
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Third-Party Access Controls Security measures governing vendor and partner access to data |
Detailed control over vendor and integration access is noted in technical features. | |
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Regular Security Updates Frequency of security patches and updates |
No information available |
Integration & Technology
(2 Yes /2 Known /13 Possible features)
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Single Sign-On Capability Integration with employer or third-party authentication systems |
Supports enterprise SSO, confirmed on technical integrations documentation. | |
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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 |
No information available | |
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Banking System Integration Direct connection with banking systems for contributions and payments |
No information available | |
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HR System Integration Connection with employer HR systems for data synchronization |
No information available | |
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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 |
No information available | |
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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 |
Accessibility compliance implies screen reader compatibility is designed in. | |
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System Uptime Guarantee Percentage of time the system is operational |
No information available |
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