Case Study: APT Financial Services
PENSION ADMINISTRATION SOFTWARE
Web based application for all browsers, devices and platforms. Designed and build to expedite the process of a administration of pension information to their customers and specifically designed for staff members to be able to administrate, reports, investments, investment transfers, documents, clients, client data and much more.
- Desktop, Tablet & Mobile Responsive Admin Software
- Auto Generating Report System
- Bespoke SORP and Benifit Statement Generator
WHAT THE CLIENT REQUIRED
A administration console for staff to login and manage client data, generate and export reports and statements. A login are for clients to login and be able to check their current and up to date pension data, be able to transfer funds and make changes to their investments.
WHAT WE DELIVERED
- Desktop, Tablet & Mobile Friendly Admin Console for users and staff
- Reporting systems for all custom reports (benefit statements, SORP)
- Front end integration with current .netnuke website
- Custom Calculators for Pensions, Investments and Reports
- Built using Microsoft visual studio, Razor, DevExpress and MSSQL
- Bespoke Benefit Statement Generation and Export to PDF
- Bespoke SORP Statement Generation and Export to PDF