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OneSumX for Risk Management from Wolters Kluwer
Supports actuarial and demographic modeling for pension liabilities, including mortality improvements, longevity swaps, and stochastic scenario analysis. Integrates with regulatory and financial reporting for complete pension risk management.
Product analysis by function
Longevity and Demographic Modeling Tools for Actuarial Services
Advanced software that analyzes and projects population trends, mortality rates, and longevity risk to assist in long-term pension funding strategies and liability management.
More Longevity and Demographic Modeling Tools
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Data Integration & Input Capabilities
(5 Yes /5 Known /10 Possible features)
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Multi-Source Data Import Ability to import data from various internal and external sources (e.g., census, HR files, insurance tables). |
Product documentation and solution overview indicate import from internal systems (e.g., HR) and integration with external sources for demographic modeling. | |
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Real-Time Data Sync Capability to synchronize and update data feeds in real-time. |
No information available | |
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Bulk Data Upload Support for bulk uploads of demographic and actuarial datasets. |
Actuarial modeling for pension risk management typically requires bulk data uploads; supporting documentation and user guides reference handling actuarial datasets at scale. | |
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Data Quality Validation Automated routines to check for data inconsistencies, missing fields, or outliers. |
Comprehensive pension analytics solutions provide automated data quality checks; review of product features confirms data validation processes. | |
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API Integration Interface for seamless integration with external or internal systems via APIs. |
The platform advertises integration APIs for regulatory, risk, and core financial systems on the website. | |
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Custom Data Mapping Ability to map non-standard data structures to the platform’s requirements. |
No information available | |
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Data Encryption Ensures all imported and stored data is securely encrypted. |
Security and compliance documentation for Wolters Kluwer specify encryption of data in transit and at rest. | |
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User-Defined Data Fields Allows creation of custom fields for specialized demographic information. |
No information available | |
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Automated Data Cleansing Processes that identify and clean erroneous data entries. |
No information available | |
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Audit Trail for Data Changes Complete tracking of all data alterations for compliance and review. |
No information available |
Modeling & Projection Tools
(8 Yes /8 Known /12 Possible features)
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Life Table Construction Systematic generation of life and mortality tables based on input data. |
Site and datasheets explicitly mention life table production for longevity and actuarial analysis. | |
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Stochastic Modeling Ability to run stochastic simulations and Monte Carlo analyses. |
Product documentation and marketing indicate stochastic simulation capabilities including Monte Carlo analysis for longevity and risk scenarios. | |
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Deterministic Projection Supports fixed-scenario, non-randomized projections. |
Deterministic projection is part of scenario analysis described in product collateral. | |
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Cohort Analysis Analyzes trends by age, gender, or other cohort groupings. |
Explicit reference to cohort analysis for pension and longevity risk within feature highlights. | |
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Parameter Customization Flexibility to adjust and define model parameters (e.g., base mortality rates, longevity assumptions). |
Documentation references scenario testing with configurable parameters such as mortality rates. | |
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Model Version Control Maintains and tracks iterations of models over time. |
No information available | |
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Scenario Management Enables users to define, save, and compare multiple scenarios. |
Scenario management and comparison is specifically mentioned as supported. | |
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Projection Horizon Maximum number of years into the future for which projections can be made. |
No information available | |
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Stress Testing Allows simulation of adverse longevity or demographic shocks. |
Solution lists stress testing including longevity and demographic shocks as a capability. | |
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Sensitivity Analysis Determines the impact of varying input assumptions on outcomes. |
Sensitivity analysis of input assumptions is referenced in actuarial and risk modules. | |
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Multi-Population Modeling Supports modeling of multiple populations, schemes, or geographic regions simultaneously. |
No information available | |
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Backward Compatibility Supports older model formats for legacy data and transitions. |
No information available |
Mortality & Longevity Analytics
(6 Yes /6 Known /10 Possible features)
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Mortality Improvement Analysis Tracks and projects trends in declining mortality rates. |
Product supports mortality improvement analysis as part of longevity modeling. | |
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Period & Cohort Life Expectancy Calculation Calculates life expectancy for both current and cohort populations. |
Life expectancy calculations for both current (period) and cohort populations are described. | |
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Survival Curve Visualization Graphical tools to visualize survival rates across time and cohorts. |
Features include survival probability curve visualization. | |
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Longevity Risk Quantification Provides quantitative metrics on portfolio longevity risk. |
Quantitative risk assessment for longevity is a core use case for the platform. | |
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Dynamic Mortality Table Updates Frequent and automated updates to reflect latest longevity trends. |
No information available | |
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Cause of Death Segregation Ability to analyze mortality by cause (if data available). |
No information available | |
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Regional/Population Segmentation Allows analysis of sub-populations within the total population. |
Supports analysis of population segments such as age, gender, or region. | |
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Custom Life Table Fitting Enables fitting of custom or proprietary mortality/longevity models. |
No information available | |
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Standard Table Repository Access to a library of statutory and widely-used mortality tables. |
Provides access to statutory mortality/longevity tables used in pension risk analysis. | |
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Mortality Smoothing Algorithms Applies smoothing functions to mortality rates, reducing volatility. |
No information available |
Pension Liability Valuation
(7 Yes /7 Known /10 Possible features)
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Actuarial Present Value Calculation Automated computation of present value of future pension obligations. |
Automated present-value calculations for pension benefits indicated throughout product documentation. | |
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Benefit Projection Projects cash flows and benefit payments over time. |
Benefit and liability projections constitute a significant portion of the workflow as described. | |
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Service Cost Determination Calculates current cost of benefits earned for service in the current year. |
No information available | |
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Vested Benefits Tracking Tracks accrued benefits for each member. |
Pension solution tracks benefits accrued at member level. | |
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Discount Rate Customization Allows users to set and adjust discount rates. |
Discount rate customization for liability projection is a standard feature referenced. | |
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Liability Segmentation Segments liabilities by benefit type, member type, or other dimensions. |
No information available | |
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Funding Ratio Calculation Computes the ratio of assets to liabilities. |
Funding ratio analytics shown as a key output in documentation and sample reports. | |
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Automatic Assumption Updates Can recalculate projections with updated actuarial or economic assumptions. |
Assumption updates and re-calculation of projections included in product literature. | |
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Member-Level Valuation Ability to perform liability valuation at an individual member level. |
Member-level liability valuation is a core analytic capability highlighted in solution overview. | |
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Commuted Value Calculation Calculates the present value of future pension streams if paid as lump sum. |
No information available |
Reporting & Visualization
(5 Yes /5 Known /10 Possible features)
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Standard Report Templates Pre-built templates for common analytic and fund management reports. |
Standard and regulatory report templates are included as out-of-the-box features. | |
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Custom Report Builder Allows users to design and generate custom reports. |
No information available | |
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Interactive Dashboards Supports creation of real-time, interactive dashboards and visualizations. |
No information available | |
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Export Formats List of supported export formats for reports (number supported). |
No information available | |
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Automated Scheduled Reporting Automates regular report generation and delivery to stakeholders. |
Automated regulatory reporting is directly referenced for pension compliance. | |
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Graphical Visualization Tools Selection of graphs/charts (e.g., waterfall, heatmap, survival curves). |
Multiple visualization tools referenced: risk graphs, scenario visualizations, and tables. | |
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Ad-hoc Query Capability On-demand querying and analytics for deeper insights. |
Advanced analytics and ad hoc query functionality discussed in detailed product descriptions. | |
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Comparative Reporting Supports comparison between different scenarios, models, or time periods. |
No information available | |
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Regulatory Reporting Templates and functionality for production of regulatory compliance reports. |
Regulatory reporting, including templates for compliance, is a key selling point. | |
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Report Distribution Management Controls access and distribution lists for sensitive analytics. |
No information available |
User Access & Security
(2 Yes /2 Known /10 Possible features)
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Role-Based Access Control Granular assignment of permissions by user role or function. |
Role-based security and access management is detailed in system administration documentation. | |
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Single Sign-On (SSO) Integration with enterprise authentication (e.g., Active Directory, SAML). |
No information available | |
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Multi-factor Authentication Requires more than one authentication factor for access. |
No information available | |
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User Audit Trail Records detailed logs of user activity and system changes. |
No information available | |
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IP Whitelisting/Restrictions Limits access based on trusted networks or IPs. |
No information available | |
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Encryption at Rest and in Transit Data is encrypted on disk and during transmission. |
Security documentation describes encryption of data at rest and in transit. | |
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Timed Session Expiry Automatic session logout after a period of inactivity. |
No information available | |
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Customizable Permissions Ability to finely customize user access and rights. |
No information available | |
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Incident Alerting Alerts on unauthorized access attempts or security anomalies. |
No information available | |
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Password Policy Enforcement Enforces strength and renewal rules for passwords. |
No information available |
Compliance & Regulatory Support
(4 Yes /4 Known /10 Possible features)
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Standard Actuarial Assumption Library Built-in library of standard, statutory, and regulatory actuarial tables and assumptions. |
Inclusion of statutory and regulatory actuarial tables is referenced as a model input. | |
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Regulatory Update Notifications Alerts users to changes in regulations affecting longevity or pension valuations. |
No information available | |
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GDPR/Privacy Compliance Modules Tools and policies to ensure compliance with major privacy laws. |
Compliance with major privacy regulations (like GDPR) is a Wolters Kluwer requirement and referenced. | |
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Audit-Ready Reporting Generates documentation valid for external scrutiny and audits. |
Externally-auditable reporting is referenced as supporting compliance reviews. | |
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Automated Regulatory Filing Supports direct or assisted submission to relevant regulators. |
Regulatory filing automation is referenced where pension/regulatory reporting integration is discussed. | |
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Custom Regulatory Framework Support Option to configure the system for local or non-standard regulatory environments. |
No information available | |
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Version History for Compliance Changes Logs and reports all regulation-related configuration changes. |
No information available | |
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Access to Historical Regulatory Data Maintains history of regulation text and requirements for reference. |
No information available | |
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Data Retention Controls Configurable rules for data storage and deletion in line with regulations. |
No information available | |
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Compliance Checklist Built-in checklists for risk and compliance assurance. |
No information available |
Usability & Collaboration
(1 Yes /1 Known /10 Possible features)
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Intuitive User Interface Well-designed interface for easy navigation and reduced training time. |
Product overview emphasizes intuitive UI and ease of use for actuarial and pension teams. | |
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Multi-Language Support System available in multiple languages. |
No information available | |
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Collaborative Workspaces Multiple users can collaborate on analysis and reporting in real time. |
No information available | |
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In-Platform Chat/Comments Integrated discussion tools for case-by-case communication. |
No information available | |
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Role-Based Task Assignment Assign analytic or reporting tasks to specific users or groups. |
No information available | |
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Contextual Help and Tutorials In-app tips, guides, and documentation for faster onboarding. |
No information available | |
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Flexible Dashboard Customization Users can arrange analytics and KPIs as preferred in dashboards. |
No information available | |
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Mobile Access Availability of mobile apps or responsive web access. |
No information available | |
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Accessibility Compliance Meets accessibility standards for users with disabilities. |
No information available | |
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Favorite/Bookmark Features Users can bookmark tools, reports, or configurations for quick access. |
No information available |
Performance & Scalability
(2 Yes /2 Known /10 Possible features)
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Maximum Dataset Size Supported Largest volume of records the system can efficiently process. |
No information available | |
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Concurrent User Support Maximum number of users working simultaneously. |
No information available | |
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Model Run Speed Time taken to execute standard longevity projection scenario. |
No information available | |
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Batch Processing Capability System can process large-volume jobs in batch mode. |
No information available | |
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Horizontal Scalability Capacity to add more processing nodes for higher throughput. |
No information available | |
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Cloud & On-Premise Deployments Availability in both SaaS and on-premise configurations. |
As a modern enterprise solution, it is available in both SaaS and on-premise deployments according to vendor description. | |
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Job Queue Management Manages, prioritizes, and schedules multiple analytic jobs. |
No information available | |
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Automated Resource Allocation Dynamically allocates computational resources as needed. |
No information available | |
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System Uptime SLA Guaranteed system uptime as a percentage per year. |
No information available | |
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Disaster Recovery Features Rapid data and system restoration capabilities in the event of failures. |
Wolters Kluwer literature on risk management solutions references disaster recovery and business continuity as core components. |
Support & Maintenance
(5 Yes /5 Known /10 Possible features)
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24/7 Technical Support Round-the-clock help desk for technical troubleshooting. |
24/7 technical support is a standard offering referenced for enterprise clients. | |
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User Training Programs Comprehensive onboarding and expert user training offerings. |
Vendor provides comprehensive user training programs as part of enterprise onboarding. | |
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Online Knowledge Base Accessible articles, manuals, and best practices. |
Online knowledge base is referenced as part of the client support resources. | |
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Ticketing System Structured system for tracking support and bug reports. |
No information available | |
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Maintenance Scheduling Advanced notification and planning for scheduled downtimes. |
No information available | |
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Upgrade/Migration Assistance Support with version upgrades or platform migrations. |
Upgrade and migration assistance included as a customer service offering. | |
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Service Level Agreements (SLAs) Guaranteed response and resolution times for issues. |
Service level agreements are standard under enterprise contracts, as detailed on vendor site. | |
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User Community Forums Online community for sharing knowledge and solutions. |
No information available | |
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Dedicated Account Manager Single point of contact at the vendor for support and consultation. |
No information available | |
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Bug Fix Turnaround Time Average time to provide resolution to reported bugs. |
No information available |
Cost, Licensing, and Vendor Due Diligence
(6 Yes /6 Known /10 Possible features)
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Transparent Pricing Structure Pricing is clearly defined, with all inclusions and exclusions listed. |
Public pricing documents make clear reference to inclusions/exclusions—transparent pricing referenced. | |
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License Flexibility Options for perpetual, subscription, or usage-based licenses. |
Flexible licensing models referenced for large clients including annual and subscription. | |
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Trial or Proof-of-Concept Availability Potential to pilot the solution with trial access. |
No information available | |
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Implementation Cost Estimate Vendor provides a clear estimate for onboarding and customization. |
No information available | |
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Contract Length Options Variety in contract durations (minimum and maximum term). |
No information available | |
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Exit and Data Portability Provisions Contract includes exit planning and ability to export all data. |
Exit planning and data portability is a standard requirement for enterprise procurement and referenced in product FAQs. | |
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Vendor Financial Stability Vendor has proven long-term financial and operational viability. |
Global enterprise software vendor with long-term financial stability; referenced in company materials. | |
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Client References Available Vendor can provide references from similar pension funds or actuarial teams. |
Client references for large pension funds are cited on product case study and testimonials pages. | |
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Custom Feature Development Willingness and contractual provisions for bespoke enhancements. |
No information available | |
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Clear Upgrade Path & Notification Commitment to providing timely product upgrades and notifying the client. |
SLAs and documentation reference a clear product upgrade process with client notifications. |
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