Compass Individual Investment Account Administration
Part of the iWorks family of products, Compass for Individual Investment Account Administration helps you manage your investment accounts. This software supports individual investment accounts, such as qualified pension programs, individual (non-pension) investments and deferred and immediate annuities. In addition, it works with other Compass solutions and allows you to introduce new products, features and services. You can use Compass to administer everything from workflow tracking to payment processing, features that will help save you time and streamline your business.
Features
- Manages a variety of individual investment accounts
- Combines day-to-day operations like transaction and batch scheduling into a single platform
- Includes legislative and compliance monitoring
- Provides access to online help facility with multi-lingual support
- Interfaces to corporate systems for recordkeeping
Benefits
- Increases efficiency by consolidating investment account information
- Provides a path to administer new products as the demands of your business change
- Protects your data with integrated application security