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Retirement Planning Services
Diversified Financial Services
 

Retirement planning services are now a recognized service niche world wide. We maintain our focus on this segment by continuing to engage with leading clients world wide that offer retirement planning services across the retirement planning life cycle.

We have accumulated immense experience across the planning life cycle and in particular defined contributions and retirement planning related applications. The key functional areas that we have developed and delivered in the retirement planning services are:
Account Maintenance
Processing
Transaction Management
Analysis & Reporting

Also over the years, we have assisted clients migrate away from legacy platforms to do significant amount of systems integration and customization work on their new platforms in order to seamlessly integrate with clients and markets to offer participants direct trading opportunities and internet-based access to account information and account-related transactions.

Reference Data Management | Technology Infrastructure Services | Business Process Outsourcing

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Developing a 529 plan for a leading global money management firm
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