Investrack ePENSION

Managing an investment program of pension contributions can be many times a significant challenge to financial institutions. Transactions involve three stake holders -employee, employer and the financial institution with each of them having distinctive roles and responsibilities. Optimum control, efficiency and convenience to all stake holders are critical for the success of the program.

Investrack ePENSION module through its intuitively built screens and workflows empowers the financial institution to manage customer expectations. Using Investrack ePENSION module

Investrack Suit

Employers can manage

  • Employee enrollment to the program
  • Multiple employee groups and corresponding investment models with predefined switch and redemption rules
  • Monthly and adhoc contributions
  • Separate investment models for employee and employer contributions

Employees are empowered with

  • Visibility of their portfolio & performance
  • Capability to switch and redeem investments
  • Reports to keep a track of contributions and withdrawals