Your clients. Your brand.
Our platform.
Digital providers are going after exactly the corporate clients you have looked after for years — with the argument that you have no portal. Now you do. You licence the tridion Pension Cloud, appear under your own brand, and we stay invisible.
Three reasons pensions eat more of your time than they earn
The portfolio is scattered
A spreadsheet here, an insurer extranet there, paper in a folder. Every enquiry from a client means starting the search again.
Every change is manual
A pay rise, parental leave, a leaver: the same data is captured several times and something is still wrong at the end.
Your client wants a portal
HR expects self-service for the workforce. Whoever cannot offer it loses the tender — not to another broker, but to a piece of software.
From the spreadsheet to a client portal
Create a trial account
Sign up yourself, 30 days free, no sales call required.
Import your portfolio
CSV, insurer files or a direct sync — including checks for duplicates and gaps.
Apply your brand
Logo, colours and your own domain — your clients see your portal, not ours. (From Professional upwards.)
Invite your clients
Activate employers and their staff in bulk, assign roles, done.
The tools that actually reduce the workload
Guided advice journey
Structured advice through to conclusion, including a digital power of attorney — what is said in the meeting lands directly in the profile, not on a notepad.
Inbox with extraction
Insurer post is read out and matched to the right contract. Conflicts are shown rather than silently overwritten.
Portfolio import
CSV, insurer files, Alte Leipziger sync and document sync — with a protected source hierarchy so that curated data is not overwritten.
Client file
Per employer, all employees, contracts, contributions and documents in one place — including a detail view for each person.
Change and leaver management
Notifications from the employer and employee portals arrive with you as tasks, governed by a rule set rather than gut feel.
Reports
Client statistics, portfolio analyses and reports you can put on the table in the annual review.
"But my insurer gives me a portal — for free."
True. And it mainly administers that insurer's contracts. A portfolio grown over twenty years sits with eight companies — the free portal shows you a slice of it and makes you a little more dependent on the house paying for it. Our platform belongs to no insurer. You run your entire portfolio in one place, independently of any provider, and the client relationship stays entirely with you.
Try it for 30 days, then decide.
Full functionality, your own data, no notice period during the trial.
See licence models