The 360° view of data and documents allows you to fine-tune your IT system proactively.
Simplify administrative and technical aspects of client and insured person administration with our software package AxiomGroupLife, a solution that is 100% customizable and adaptable to your environment. The following functional areas are covered:
AxiomSuite allows you to adapt your system to changing needs and market environments by simply modifying administration rules: no new version of the software is required for this.
All kinds of pension plans can be set up on the basis of specific rules. An insured person can possess one or more pension plans based on salaries and employment status.
Our rule-based migration modulrd allow you to migrate data (including historical data) in progressive cycles based on your organizational structure.
The system can be accessed anywhere from any connected workstation or device based on rights and privileges accorded to the user. Dedicated portals are available to facilitate data consultation and transfer of information among different actors like pension funds, employers and insured persons. A mobile application allows real-time access to the information system through smart phones and tablets.
AxiomGroupLife permits instantaneous generation of insurance certificates based on real-time data. The content and the form can be customized based on your specific needs. The regulations are automatically generated based on the pension plan.
Each module of AxiomSuite communicates seamlessly with all components of your existing IT systems through the use of standard interfaces. For instance, automated fire-and-forget interfaces with your existing general ledger system can be easily set up.
Management of pension fund data
Autonomous or semi-autonomous pension funds
Collective foundations
Public institutions
Management of affiliations and employers
Management of insured persons
Management of intermediaries
Management of savings and risk plans
Primacy of contributions
Primacy of benefits
Obligatory cover (LPP)
Sur-obligatory cover
Technical bookkeeping and reconciliation
Savings
– Obligatory
– Sur-obligatory
Contributions
Other types
Definition of legal parameters
Salary limits
Deduction of coordination amounts
Interest rates
Contribution rates
Conversion rates
Shadow obligatory accounts
Inter-institution transfer of vested benefits
Simple administration of multiple pension funds and foundations
What-if analysis for anticipated withdrawals and voluntary contributions
Entry of a new insured person
Exit of an insured person
Salary changes
Partial disability management
Changes in activity rates
Transfer of existing vested benefits
Anticipated withdrawals and reimbursements
Assignment and mortgages
Voluntary contributions
Benefit management
Retirement
Disability
Death
Annuity payments
Annuity indexation
Billing and chasing of contributions
Data exchange through standard formats
BVR
Reconciliation of contributions billed and paid
Follow-up and reminders
Cash pay-outs
Total or partial transfer of vested benefits
Anticipated pay-outs
Data exchange through standard formats
BVR
DTA
OPAE
Individual and group certificates
Tax-benefit statements
Account extracts
What-if tax analysis
Tax estimation for voluntary contributions
In Switzerland
In other countries
Tax estimation for anticipated pay-outs
Tax estimation for total pay-outs
Offers and proposals
Contracts and regulations
Savings certificates
Year-end closing
Statutory reporting
Electronic document management (EDM)
General ledger
Salaries
CRM and Data Warehouse
Dashboard for employers
Dashboard for insured persons
CRM system for brokers
Know more about AxiomMobile, our insured person dashboard which provides secure and real-time access to pension and savings data.