Cleva Pension Funds
Software solution for managing the entire life cycle of investment in pension funds
The choice of the largest Portuguese assets management companies
Solution for managing pension funds represented by participation units, allowing to control all underwriting and reimbursement transactions made by the different taxpayers and participants. It is characterised by its high flexibility and simplification of business processes.
Integration solution, based on a set of web services that allow viewing and loading information associated with the management of pension funds.
Solution for the administrative management of beneficiaries of a pension fund (pensioners, beneficiaries, participants), including flexible pension payment mechanisms. It also allows updating and extracting all legal and statistical information.
Solution for the definition and technical-actuarial assessment of any type of pension fund. Base module that fits the invariant needs of any pension funds management company. Using a flexible specification language, Cleva Pension funds – Actuarial management allows defining configuration rules, with each client being able to differentiate their products and associated handling modes.
Global solution for the pension funds market
- Configuration
- Clients
- Transactions
- Bank processing
- Reporting
- Integration
Global pension funds solution covering all operational areas
Allows defining all parameters of products, corresponding funds, types of contracts and respective application rules, commissions and commercial structure.
Allows registering the inflow and outflow of units in each fund, with the possibility of importing transactions using external channels, with different integration options.
Allows the management of clients and the introduction of the centralised single entity concept, which can take on various roles in different products and retrieve integrated information from them.
Allows making collections and payments using bank transaction systems, controlling the various flows associated with these systems, and enabling transfers between different bank institutions, thus improving the efficiency of financial management.
Provides a list engine that offers a set of statistical and legal statements, allowing the configuration of different list versions, including sending them by e-mail or displaying them in a specific site. It also allows automating lists (end-of-day routines) or their integration with document management systems.
It allows the configuration of all legal obligations, including applicable taxes, discounts and commissions.
The module Cleva Pension funds – Participation units is also certified by the Portuguese Tax Authority – Certification SAF-T (PT) (Standard Audit File for Tax).
Foster innovation in your business
- Time to market
Global solution with a high degree of configurability, that allows launching products in an agile way and quickly adapting to the market.
- Configurability
Highly configurable solution, allowing a transparent creation or change of the configuration of funds and products adapted to the management needs of our clients.
- Know-how
A company in the pension funds market for more than three decades, with dozens of successful implementations and with highly qualified human resources.
- Compliance
Solution that implements the standards and regulations of the markets where we operate.
- Reporting
We provide mechanisms for quick information update and for extracting all legal and statistical information.
- Integration
We provide integration mechanisms that allow other applications to integrate with the pension funds solution, centralising core business operations in the Cleva Pension funds solution.
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Cleva is committed to the development of core solutions that boost the digital transformation of the insurance industry through a comprehensive and integrated platform with a complete functional range from managing policies to risk assessment and customer service.