Product providers

Digital administration solution for your corporate customers

When it comes to company pension schemes, today’s employers expect digital processes and online services that are fast, and intuitive. Do you want to position yourself as a professional provider in the digital era?

Digital platform for insurers, mutual funds, and social partners

The P·LIVE digital platform administers pension plan products for insurers, mutual funds and social partners simply, digitally, and efficiently. P·LIVE records all contracts and customer data in a centralized database. The administration processes and the entire customer journey is fully digitized and highly automated via application programming interfaces (APIs) linking all involved parties (employer, employee, product provider, security trust, financial investment management company, depository bank, supervision, bookkeeping, etc.).

Central data management

The process participants are centrally coordinated via an administration system, receive fully automated reminders, and are integrated into a comprehensive communication workflow. Changes to contracts and data as well as new assignments are carried out online by each user individually via portals, directly validated, and stored in the cloud. Status reports, statistics and ongoing reporting are available at a high quality with a single click. All investment processes are automated.

Employee portal

The creation of staff portals allows employees to access and alter their contracts, approvals, and documents or conclude new contracts. Contract conclusions or changes can be conveniently carried out online.

P·LIVE consists of three modules, each aimed at a different user group:

The data management module serves central data storage. It is separated from the other two modules by a firewall. This way, P·LIVE fulfills all data safety requirements.

The employer portal offers:

Error-free performance appraisals, calculations, simulations at all times
Constant availability of all current data
Documentation of all processes and process steps in the workflows
Data transfer via interface to all participants
Virtual individual account management for all pension schemes
Automated pension payments, incl. adjustments
Automated investment processes
Automated account and depot control
Automated pension rights adjustment
ewiges, revisionssicheres Prozessarchiv
Permanent, auditing-acceptable process archives
Preparation and system-based mailing of employee letters
Adjustable standard reports
Data security through central data storage and central competence management
Digital self-determination guaranteed by German law

The employee portal offers:

A customer-specific Internet address and individual design
Responsive design
m-Tan method for order authorization, eg. within the EU
The entire pension plan in a single portal
Visual presentation of the pension account
Conclusion or change of contracts on a self-service basis
Paperless deferred compensation via e-voting
Error-free performance appraisal, calculation, simulation
Tax calculations for net salary waivers
Download of annual account information
Availability of documents such as company agreements, capital investment information, etc.
Data updates by the employee
Arrangement of consulting meetings, information requests

Models

P·LIVE offers flexible models. You can choose among our full service, supported service, or software-as-a-service options. Even purely API use is readily available.