Broker portal
The workplace for everyone administering pension portfolios: one set of data across every employer, every insurer and every contract — instead of a spreadsheet here, an extranet there and paper in a folder.
What you can do here
A client file per employer
All employees, contracts, contributions and documents in one place, with a detail view per person and the employer match shown separately.
Guided advice through to conclusion
Structured advice including a digital power of attorney via DocuSign. What is said in the meeting lands in the profile, not on a notepad.
Inbox with extraction
Insurer post is read out and matched to the right contract. Contradictions are surfaced, not silently overwritten.
Portfolio import
CSV, insurer files, Alte Leipziger sync and document sync — with duplicate detection and a protected source hierarchy.
Change and leaver management
Notifications from the employer and employee portals arrive as tasks, governed by a rule set rather than gut feel.
Cases and follow-ups
Whatever does not get finished today gets a due date and comes back on its own — instead of living on a list beside the system.
AI assistance on your own portfolio
"Ask the file" answers portfolio questions in plain language, and fund guidance supports you during advice. Both ship switched off and are enabled by you, at the level you choose.
View as employee
See what your client sees — without a second login, and with a full record of who looked into which file and when.
Not included yet
single sign-on · further insurer interfaces · native apps
We would rather say what is missing than claim it. Registering a need helps set the order.
Best seen for yourself.
30 days free with your own data — or a meeting, if you would rather ask a person.
Start the trial Book a demo