Software solution for managing the entire life cycle of investment in pension funds

The choice of the largest Portuguese assets management companies

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Cleva Pension funds – Participation units

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.

Cleva Pension funds – Pensioners portal

Integration solution, based on a set of web services that allow viewing and loading information associated with the management of pension funds.

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Cleva Pension funds – Pensioners management

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.

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Cleva Pension funds – Actuarial management

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.

Pension funds

Global pension funds solution covering all operational areas

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Advantages

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.

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.