Security and hosting
Control for the people accountable for the money
Four-eyes control
Valuation closes, claims, journals and fund switches each need a second person to approve them.
An audit trail
A record of who changed what and when, kept for every action that matters.
An access log
A record of who viewed sensitive data.
Separate data for each audience
Staff, employers and members each see only their own data.
Protected statements
Member benefit statements are issued as password-protected PDFs.
Your servers, your data
Deploy on the trustee's own servers or private cloud, so the data stays on infrastructure the trustee chooses.