All in one Solution for managing all types of Retirement Benefits
All in one solution for Provident Fund, Superannuation, Gratuity, Benevolent, Pension, GPF, Defined Benefit/Contribution. It has mobile app, ESS, dashboard and admin portal with workflow. It seamlessly integrates with SAP HANA, SAP ERP and SAP SuccessFactors through web API and/or SFTP.
Overview
Improve employee experience
It brings transparency at employee level and eliminate the manual approval process and employees can access their data 24*7 on fingertips on mobile application.
Single platform for all the retiral trust needs
It offers a single platform for all types of retiral trust activities including investment, accounting, member and statutory compliance along with the ESS portal and mobile application.
Manage your investments effectively in line with government guidelines
It helps to manage the complete investment portfolio starting from floating the RFQ to buy investment from broker till maturity in line with government guidelines.
Details
Solution type
Extensions and Add-ons
Industry
Cross-Industry
Compatibility
Works with
SAP SuccessFactors Employee Central
Features
Offers Mobile App & Chatbot
It gives real time data to the employee 24*7 to view their PF balance, apply for withdrawals and in-built chatbot can solve the first level queries of the employees

Business intelligence investment report
It gives the 360-degree view of complete investment portfolio rating wise, category wise, sector wise, state wise, maturity wise, holding wise, issuer wise.

Delivers Dashboard & MIS
It gives the insightful information regarding investment, member's transaction, reminders for investment maturity/interest due and pending transaction, SLA for the member application etc.

Plans and pricing
All plans include:
Ultimate with Invest plug
All the features of Ultimate Edition Plus
Broker's Portal
Security Evaluation
Online Bidding
Per YearEUR 2.00- Minimum contract 1 year
All the features of Ultimate Edition Plus
Broker's Portal
Security Evaluation
Online Bidding
Ultimate
All the features of Professional Edition Plus
Mobile Application (Android & IOS)
Online Mutual Fund Purchase Platform
Claim Tracker
Audit Trail
Dynamic Letter Generation
Per YearEUR 1.50- Minimum contract 1 year
All the features of Professional Edition Plus
Mobile Application (Android & IOS)
Online Mutual Fund Purchase Platform
Claim Tracker
Audit Trail
Dynamic Letter Generation
Professional
Roles and Rights Configuration
Members Transaction like Loans, Settlement, Transfer in and Transfer out
Accounting
Members Transaction like Loans, Settlement, Transfer in and Transfer out
Statutory Compliances
Accounting
ESS Web Portal
Per YearEUR 1.00- Minimum contract 1 year
Roles and Rights Configuration
Members Transaction like Loans, Settlement, Transfer in and Transfer out
Accounting
Members Transaction like Loans, Settlement, Transfer in and Transfer out
Statutory Compliances
Accounting
ESS Web Portal