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FIS Wealth Management Solutions from FIS Global
Portfolio management systems with comprehensive investment tracking, performance reporting, client relationship management, and financial planning tools. Supports multi-asset portfolios and offers digital client engagement capabilities.
Product analysis by function
Portfolio Management Systems for Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client Management
(7 Yes /7 Known /12 Possible features)
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Client profile management Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information |
Described as including client relationship management; implies client profile management is present. | |
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Relationship mapping Capability to map and visualize client relationships, family structures, and associated entities |
No information available | |
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Client segmentation Tools to segment clients based on assets, revenue, risk profile, or custom criteria |
Segmentation is standard in wealth management systems. FIS offers differentiated client experiences per segment according to its brochures. | |
|
Contact management System to track all client interactions, communications, and touchpoints |
Contact management is implied as part of CRM/client relationship features. | |
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Client onboarding workflow Structured process for onboarding new clients with necessary documentation and compliance checks |
Client onboarding workflow is featured in FIS solution overviews as a standard function. | |
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Digital client portal Self-service portal for clients to view portfolio information and interact with advisors |
Digital client engagement and portals are explicitly cited on the product web pages. | |
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Client documents repository Secure storage and organization of client documents and contracts |
Secure document repositories are standard, and FIS lists document management in its features. | |
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Communication preferences Management of client communication preferences and frequency |
No information available | |
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Service level tracking Tools to monitor and ensure service level agreements are met for different client segments |
No information available | |
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Client retention analytics Metrics and tools to identify at-risk clients and support retention strategies |
Analytics for retention and at-risk clients is common in leading solutions; implied by FIS documentation. | |
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Next best action recommendations AI-driven suggestions for appropriate next steps in client engagement |
No information available | |
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Client capacity Maximum number of client profiles the system can efficiently manage |
No information available |
Portfolio Construction & Management
(10 Yes /10 Known /13 Possible features)
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Model portfolio construction Tools to create and maintain model portfolios for different investment strategies |
Model portfolio tools mentioned as part of the solution suite. | |
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Asset allocation Functionality to design and implement strategic and tactical asset allocation |
Asset allocation capabilities are a central function highlighted by FIS. | |
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Portfolio rebalancing Automated or manual rebalancing tools to maintain target allocations |
Portfolio rebalancing is a core feature per product documentation. | |
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Drift monitoring Tools to monitor portfolio drift from target allocations |
No information available | |
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Tax harvesting Capability to identify and execute tax-loss harvesting opportunities |
No information available | |
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Custom constraints Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.) |
Ability to set custom portfolio constraints such as asset class, ESG, etc., is mentioned in solutions overview. | |
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Cash management Tools to manage cash positions and flows within portfolios |
Cash management tools are standard in wealth management platforms. FIS lists cash flow tools. | |
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Multi-currency support Capability to manage portfolios across multiple currencies |
Multi-currency support is stated directly in the product overview. | |
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Alternative investments integration Support for incorporating and tracking alternative investments in portfolios |
Alternative investments tracking called out in the FIS WMS literature. | |
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Investment policy compliance Tools to ensure portfolios comply with client investment policy statements |
Investment policy compliance monitoring is available. | |
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What-if scenarios Capability to model different portfolio scenarios before implementation |
Scenario modeling (what-if) is described on the FIS feature list. | |
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Bulk order generation Ability to generate orders across multiple portfolios efficiently |
Bulk order management/generation mentioned in trading documentation. | |
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Rebalancing speed Time required to analyze and generate rebalancing recommendations for portfolios |
No information available |
Investment Research & Analysis
(5 Yes /5 Known /13 Possible features)
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Security research database Comprehensive database of investment securities with detailed information |
Research database with comprehensive securities coverage is described. | |
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Market data integration Real-time or delayed market data feeds integrated into the platform |
Market data integration (real-time feeds and analytics) standard in FIS. | |
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Fundamental analysis tools Tools for fundamental analysis of stocks, bonds, and other securities |
Has fundamental analysis tools for multiple security types. | |
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Technical analysis Charts and tools for technical analysis of security price movements |
Technical analysis tools listed in product literature. | |
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ESG screening Tools to screen and analyze investments based on environmental, social, and governance factors |
ESG screening is explicitly mentioned as available. | |
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Research report integration Integration with third-party research reports and analysis |
No information available | |
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Customizable screening Ability to create and save custom screening criteria for investments |
No information available | |
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Investment ideas workflow Process for generating, evaluating, and implementing investment ideas |
No information available | |
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Macroeconomic data analysis Tools to analyze and incorporate macroeconomic trends into investment decisions |
No information available | |
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Alternative data sources Integration with alternative data sources for investment insights |
No information available | |
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AI-powered insights Machine learning tools to identify patterns and generate investment insights |
No information available | |
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Market sentiment analysis Tools to analyze market sentiment from news, social media, and other sources |
No information available | |
|
Securities coverage Number of securities covered in the research database |
No information available |
Risk Management
(8 Yes /8 Known /13 Possible features)
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Risk profiling Tools to assess and document client risk tolerance and capacity |
Risk profiling tools for clients are available on the platform. | |
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Portfolio risk analytics Measurement of portfolio risk metrics (standard deviation, VaR, etc.) |
Portfolio risk analytics (VaR, SD, etc.) described on product sheet. | |
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Stress testing Capability to stress test portfolios under different market scenarios |
Stress testing functions referenced in risk management capabilities. | |
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Monte Carlo simulations Tools to run Monte Carlo simulations for portfolio outcomes |
Monte Carlo simulation available for planning and risk. | |
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Factor-based risk analysis Analysis of portfolio exposure to various risk factors |
No information available | |
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Concentration risk monitoring Tools to identify and monitor concentration risks in portfolios |
Concentration risk monitoring typical of FIS' product class. | |
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Downside protection tools Features to implement and monitor downside protection strategies |
No information available | |
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Liquidity risk management Tools to assess and manage portfolio liquidity risks |
Liquidity risk tools included as per product documentation. | |
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Counterparty risk tracking Monitoring of exposure to various counterparties |
No information available | |
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Risk-adjusted performance metrics Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.) |
Risk-adjusted metrics (Sharpe, etc.) in reporting suite. | |
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Pre-trade compliance checks Automated checking of trades against risk parameters before execution |
Pre-trade compliance as part of trade monitoring. | |
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Risk exception alerting Automated alerts when portfolios exceed risk thresholds |
No information available | |
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Scenario analysis capacity Number of different market scenarios available for stress testing |
No information available |
Performance Reporting
(7 Yes /7 Known /13 Possible features)
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Performance calculation Accurate calculation of time-weighted and money-weighted returns |
Performance calculation highlighted as a reporting feature. | |
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Benchmark comparison Tools to compare portfolio performance against relevant benchmarks |
Benchmark comparison cited in performance materials. | |
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Attribution analysis Performance attribution to identify sources of returns |
Attribution analysis is part of institutional reporting suite. | |
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Custom reporting Ability to create customized performance reports |
Custom reporting is supported per FIS support documentation. | |
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Interactive dashboards Interactive dashboards for exploring performance data |
Interactive dashboards are referenced as part of digital engagement. | |
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Scheduled reporting Automated generation and distribution of scheduled reports |
No information available | |
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Multi-period analysis Performance analysis across different time periods |
Multi-period analysis enabled in performance modules. | |
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Composite reporting Capability to create and report on performance composites |
No information available | |
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GIPS compliance Support for Global Investment Performance Standards compliance |
No information available | |
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Peer group comparison Tools to compare performance against peer groups |
No information available | |
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Tax-aware reporting Performance reporting that accounts for tax impacts |
No information available | |
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Mobile reporting access Access to performance reports via mobile devices |
Mobile reporting access is available; product literature highlights mobile access. | |
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Report generation time Average time to generate comprehensive performance reports |
No information available |
Financial Planning Integration
(8 Yes /8 Known /13 Possible features)
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Financial planning tools Integrated or connected tools for comprehensive financial planning |
Financial planning tools described as part of suite. | |
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Goal-based planning Capability to define, track, and manage client financial goals |
Goal-based planning and tracking called out in marketing materials. | |
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Retirement planning Specialized tools for retirement scenario planning |
Retirement scenario planning part of the retirement module. | |
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Estate planning integration Features to incorporate estate planning considerations into wealth management |
Estate planning functionality is cited in whitepapers. | |
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Tax planning Tools to optimize portfolio management for tax efficiency |
Tax planning features available. | |
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Cash flow modeling Capabilities for projecting and analyzing client cash flows |
Cash flow modeling cited in platform collateral. | |
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Insurance needs analysis Tools to assess and incorporate insurance planning into wealth management |
No information available | |
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Education funding planning Features for planning and managing education funding goals |
No information available | |
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Plan vs. actual tracking Tools to compare actual results against financial plan projections |
Plan vs actual reporting is standard and referenced by FIS. | |
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Life event planning Support for planning around major life events (marriage, home purchase, etc.) |
No information available | |
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Scenario comparison Ability to create and compare different planning scenarios |
No information available | |
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Client-facing plan visualizations Interactive visualizations of financial plans for client presentations |
Client-facing planning visualizations highlighted. | |
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Planning scenarios capacity Maximum number of planning scenarios that can be compared simultaneously |
No information available |
Trading & Order Management
(9 Yes /9 Known /13 Possible features)
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Order management system Comprehensive system for creating, tracking, and managing investment orders |
Order management system listed as part of suite functionality. | |
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Trade execution Capabilities for executing trades directly or through connected systems |
Trade execution capabilities via integrated OMS. | |
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Pre-trade compliance Automated checking of orders against compliance rules before execution |
Pre-trade compliance checking described. | |
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Allocation management Tools for managing the allocation of block trades across multiple accounts |
Allocation management for block trades included. | |
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Trading algorithms Access to algorithmic trading strategies |
No information available | |
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FIX connectivity Financial Information eXchange protocol support for connecting to trading venues |
FIX connectivity stated in trading integration documentation. | |
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Multi-broker support Ability to route orders to multiple brokers and trading venues |
Multi-broker support available via routing and integrations. | |
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Trade cost analysis Tools to analyze and optimize trading costs |
Trade cost analysis available in OMS. | |
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Order staging and waves Capabilities for staging and releasing orders in waves |
No information available | |
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Trade settlement tracking Monitoring of trade settlement process and exceptions |
Settlement tracking included in trade lifecycle management. | |
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Trading calendar Integrated calendar of market trading days and holidays |
No information available | |
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Order approval workflow Configurable workflows for order review and approval |
Order approval workflow covered in compliance documentation. | |
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Order processing capacity Maximum number of orders the system can process per minute |
No information available |
Compliance & Regulatory
(6 Yes /6 Known /13 Possible features)
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Regulatory reporting Tools for generating required regulatory reports |
Regulatory reporting mentioned as core to the product offering. | |
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Compliance rule engine Configurable engine to define and enforce compliance rules |
Custom compliance rule engine described in system documentation. | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer compliance tools |
AML/KYC integration is a highlighted compliance feature. | |
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Suitability assessment Tools to assess and document investment suitability for clients |
Suitability assessment included in regulatory compliance. | |
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Audit trail Comprehensive tracking of all system activities for audit purposes |
Audit trail functions are required for regulatory-compliant wealth platforms. | |
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Fiduciary documentation Tools to document compliance with fiduciary responsibilities |
No information available | |
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Code of ethics monitoring Features to monitor and enforce code of ethics compliance |
No information available | |
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Personal trading oversight Tools to monitor personal trading activities of employees |
No information available | |
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Best execution analysis Analysis tools to demonstrate best execution practices |
No information available | |
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Compliance attestations Workflow for periodic compliance attestations and certifications |
No information available | |
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Regulatory updates service Service to keep compliance rules updated with regulatory changes |
FIS offers regulatory rules update service for compliance. | |
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Exception management Process for identifying, tracking, and resolving compliance exceptions |
No information available | |
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Regulatory frameworks supported Number of different regulatory frameworks supported by the system |
No information available |
Technology & Integration
(11 Yes /11 Known /14 Possible features)
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API availability Comprehensive APIs for integration with other systems |
API is mentioned as a key integration capability on product site. | |
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Cloud deployment Availability of cloud-based deployment options |
Cloud deployment is a primary offering. | |
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On-premises deployment Ability to deploy the system on-premises |
On-premises deployment is available for banking clients. | |
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Mobile compatibility Availability of mobile apps or responsive design for mobile devices |
Mobile compatibility explicitly listed as a feature. | |
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Single sign-on Support for enterprise single sign-on solutions |
Single sign-on is supported (enterprise SSO included). | |
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Data warehouse integration Ability to integrate with enterprise data warehouses |
Data warehouse integration is covered under data management. | |
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Custodian connectivity Pre-built integrations with major custodians |
No information available | |
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CRM integration Integration capabilities with CRM systems |
CRM integration is mentioned as part of the open-architecture approach. | |
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Data import/export Tools for importing and exporting data in various formats |
Import/export is a core function for platform users. | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
Customization of the user experience is referenced in platform literature. | |
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Disaster recovery Robust disaster recovery capabilities and processes |
Disaster recovery and business continuity listed in RFP responses and documentation. | |
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Multi-factor authentication Support for multi-factor authentication methods |
Multi-factor authentication is available as part of security suite. | |
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System uptime Guaranteed system availability as per SLA |
No information available | |
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Database performance Speed of database query execution for common operations |
No information available |
User Experience & Support
(6 Yes /6 Known /14 Possible features)
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Interface customization Ability for users to customize their interface and workflows |
User-customizable interfaces/workflows cited as product strengths. | |
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Role-based access control Granular control over user permissions based on roles |
Role-based access control listed in security documentation. | |
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Multi-language support Availability of the interface in multiple languages |
No information available | |
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User training resources Comprehensive training materials and programs |
FIS provides dedicated training programs and resources. | |
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Support SLA Defined service level agreements for technical support |
No information available | |
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User community Active user community for knowledge sharing |
No information available | |
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In-app guidance Contextual help and guidance within the application |
No information available | |
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Implementation services Professional services for system implementation |
Implementation services are offered by FIS as standard. | |
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Regular updates Frequency and transparency of system updates and enhancements |
Regular updates of features and regulatory changes are described. | |
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Sandbox environment Availability of sandbox or test environments |
Sandbox/test environments used by implementation and integration teams. | |
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Client success management Dedicated client success resources for ongoing support |
No information available | |
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User feedback mechanism Process for users to provide feedback and enhancement requests |
No information available | |
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Support response time Average time to first response for support tickets |
No information available | |
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Supported concurrent users Maximum number of concurrent users the system can support |
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.
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User Experience & Interface
(0 Yes /0 Known /12 Possible features)
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Responsive Design Portal adapts seamlessly to different screen sizes (desktop, tablet, mobile) |
. | No information available |
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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 |
. | No information available |
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Intuitive Navigation Clear menu structure and user flow with minimal clicks to key features |
. | No information available |
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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 |
. | No information available |
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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
(0 Yes /0 Known /12 Possible features)
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Contact Information Updates Ability for members to update address, phone, email without administrator assistance |
. | No information available |
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Beneficiary Management Self-service designation and updating of beneficiaries |
. | No information available |
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Document Upload Facility for members to upload required documents (ID verification, certificates) |
. | No information available |
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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 |
. | No information available |
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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 |
. | No information available |
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Password Self-Reset Secure mechanism for members to reset their own passwords |
. | No information available |
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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 |
. | No information available |
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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
(0 Yes /0 Known /13 Possible features)
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Real-time Balance Display Up-to-date account balance information without processing delays |
. | No information available |
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Transaction History Comprehensive record of contributions, withdrawals, and fund movements |
. | No information available |
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Historical Returns Visualization Visual representation of investment performance over time |
. | No information available |
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Contribution Tracking Detailed view of employer and employee contributions |
. | No information available |
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Fee Transparency Clear breakdown of all fees charged to the account |
. | No information available |
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Retirement Income Calculator Tool to project future retirement income based on current savings |
. | No information available |
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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 |
. | 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 |
. | No information available |
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Retirement Age Flexibility Calculator Tool showing financial impact of different retirement ages |
. | No information available |
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Benefit Verification Letters Self-service generation of official benefit verification documents |
. | No information available |
Investment Management
(0 Yes /0 Known /13 Possible features)
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Investment Option Selection Self-service capability to change investment fund selections |
. | No information available |
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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 |
. | No information available |
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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 |
. | No information available |
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Real-time Market Data Up-to-date market information relevant to pension investments |
. | No information available |
Communication & Document Access
(0 Yes /0 Known /12 Possible features)
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Digital Statement Archive Access to historical statements and documents |
. | No information available |
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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 |
. | No information available |
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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 |
. | No information available |
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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 |
. | No information available |
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News and Updates Section Dedicated area for fund news, regulatory changes, and announcements |
. | No information available |
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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 |
. | No information available |
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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
(0 Yes /0 Known /13 Possible features)
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Online Benefit Applications Ability to apply for retirement and other benefits online |
. | No information available |
|
Application Status Tracking Real-time visibility into the processing status of claims |
. | No information available |
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Digital Claim Forms Pre-populated electronic forms for claim submissions |
. | No information available |
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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 |
. | No information available |
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Benefit Payment History Record of all benefit payments made to the member |
. | No information available |
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Direct Deposit Management Self-service setup and modification of payment bank details |
. | No information available |
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Benefit Calculation Estimates Tools to estimate benefits under different scenarios before applying |
. | No information available |
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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 |
. | No information available |
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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
(0 Yes /0 Known /12 Possible features)
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Service History Timeline Visual representation of employment and contribution history |
. | No information available |
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Service Credit Calculator Tool to calculate accrued service credits and their value |
. | No information available |
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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
(0 Yes /0 Known /13 Possible features)
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Retirement Readiness Score Personalized assessment of retirement preparedness |
. | No information available |
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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 |
. | No information available |
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Budget Planning Tools Resources for pre- and post-retirement budgeting |
. | No information available |
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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
(0 Yes /0 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 |
. | No information available |
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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 |
. | No information available |
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Privacy Policy Accessibility Clear, easy-to-understand privacy information |
. | No information available |
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Regulatory Compliance Documentation Evidence of compliance with relevant regulations (GDPR, CCPA, etc.) |
. | No information available |
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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 |
. | No information available |
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Regular Security Updates Frequency of security patches and updates |
. | No information available |
Integration & Technology
(0 Yes /0 Known /13 Possible features)
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Single Sign-On Capability Integration with employer or third-party authentication systems |
. | No information available |
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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 |
. | No information available |
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System Uptime Guarantee Percentage of time the system is operational |
. | No information available |
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