PAS sets a new standard in pensions and financial planning calculations. With a powerful calculation engine at its heart, it integrates seamlessly with administration and planning tools. It delivers accurate, compliant and actuarially sound calculations for new business, existing business, planning or analysis purposes.
PAS uses the same code for all of these functions. That eliminates systems duplication and ensures consistency across applications. When underlying assumptions need updating or a firm's fees change, only one entry is needed to change all the calculations.
Illustrate, plan, analyse ...
Our software supports all the main financial planning and pensions advisory functions:
- Regulated illustrations - all projections are produced within the regulatory framework of the local market and take the provider's product design and charges into account.
- Financial Planner - using this online tool, advisers can bring together projected income from all of a client's assets to model different strategies.
- Analytical tools - a range of tools to help pension professionals analyse more complex planning issues.
PAS is flexible. It deploys as a bespoke solution to fit a client's particular needs.
Easy to integrate
PAS is web-enabled and easy to integrate with a wrap platform, a provider's IFA extranet, a SIPP or other administration system.
