Secure a prosperous retirement for your customers
Are you ready to maximise your customers’ returns and secure a prosperous retirement for them? In the ever-evolving world of pensions, the Unit Linked domain plays a crucial role in supporting capital-based savings products. Whether it’s market-rate, fixed-rate, or free investment products, our comprehensive Unit Linked module caters to your customers’ diverse needs. Your customers have the flexibility to choose between money-based and unit-based savings, empowering them to tailor their investment strategy to their exact preferences.
Our Unit Linked module seamlessly integrates processes for ordering, pricing, and collaboration with external asset managers, ensuring a streamlined experience. For life cycle products, we offer the capability to rebalance portfolios, enabling your customers to adapt to changing market conditions while optimising returns.
The power of investment funds lies in their ability to be grouped into portfolios aligned with your customers’ risk appetite. These portfolios serve as the foundation for defining savings covers in combination with your customers’ preferred risk appetites. At the policy level, the chosen portfolio ensures the gradual accumulation of savings over time. Additionally, we provide the flexibility to apply dividends and incorporate cost charges where applicable, empowering your customers to maximise their potential returns.
With the Unit Linked module of Plexus, your customers gain control and can personalise their savings and investments. Our advanced Plexus platform transforms the way pension assets are managed, allowing your customers to navigate the complexities of the market with confidence and ease.
Want to embrace the future of capital-based savings, where customisation, efficiency, and financial growth converge to secure a prosperous retirement for your customers? Please contact Jacob Goltermann, Head of Product Management, at jacob.goltermann@keylane.com.
The Plexus platform:Â transforming your business through technology
The Plexus platform empowers life and pension providers to transform through technology, from powerful SaaS functionality to impactful customer communication. Plexus brings together key Policy Administration System functionality in a best-practice SaaS solution. It improves and streamlines business processes into a modular, configurable set of critical tools – delivering impactful, customer-focused experiences to the leaders of industry, today and tomorrow.
Want to embrace the future of capital-based savings, where customisation, efficiency, and financial growth converge to secure a prosperous retirement for your customers? Please contact Jacob Goltermann, Head of Product Management, at jacob.goltermann@keylane.com.