Contributions and reconciliation

Employers submit in their own portal and unusual lines are flagged for review. Bank statements are imported and credits matched. Overdue and defaulter tracking is built in.

Valuation and units

Each fund closes at an approved unit price, and units are allocated at that price automatically. A second person approves every valuation close.

Benefit claims

Retirement, death, exit and withdrawal claims, each approved by a second person. Fund switches follow the same rule.

The ledger

The general ledger is kept per scheme, and journals need a second approver. Built for the Ghanaian three-tier framework.

Returns and audit

Regulatory returns, including the defaulters sheet, and a full record of who changed what and when.

Member statements

Benefit statements issued as password-protected PDFs, in the trustee's name, logo and colour.

One platform

Everything a trustee runs, working from the same records

  • Trustee portal
  • Employer portal
  • Member portal
  • Member mobile app

Three portals, one system

Trustees, employers and members each work in their own place and see only their own data.

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Areas of work

From contributions to returns, in one platform.

“A second pair of eyes on everything that moves money”

  • Valuation closeNeeds a second approver
  • Benefit claimNeeds a second approver
  • JournalNeeds a second approver

Reach out today and see it working on sample data

ContributionsReconciliationValuationBenefit claimsReturnsAudit trail