skip to main content

The most modern, innovative and integrated solution for the management of pension plans developed by

A SAFE PLATFORM, RELIABLE AND ROBUST FOR MANAGEMENT PLANS

The PortalPrev is a modern, innovative and integrated solution for the management of Pension Plans. With a safe, reliable and robust platform it offers dynamism and several automated features to facilitate communication between the participant and the Plan managers.

The participants have quick access to various features, among which we highlight:

PARTICIPANT RECORDS

up-to-date and historical data (personal and balance)

STATEMENTS

payment records and receipts

PROFITABILITY

monitoring the profitability of the plan

CONTENT MANAGEMENT

news, documents and plan rules

SIMULATORS

contribution, benefit and tax

FORMS

dynamic forms with a workflow process

CONTACT US

interaction between the participant and the plan managers

CUSTOMIZATION

“look and feel” and benefit rules

THE PLAN MANAGERS HAVE SOME TOOLS TO HELP THEM TO MANAGE THE PLAN AND EASILY INTERACT WITH THE PARTICIPANTS:

  • publishing documents, news and pop ups, quickly and dynamically.
  • send direct notices to the email box of participants by mailing tool.
  • setting elections, surveys and polls - results online.
  • statistical graphs about the use of the portal.
  • safe area to exchange files between the administrative areas.
  • management module - a set of charts and tables showing summary information about the plans and their participants.

PORTALPREV IN NUMBERS

45

CLIENTS

85 mil

USERS

60

CUSTOMIZED
SIMULATORS

950

CUSTOMIZED
FORMS

80 mil

REQUESTS FROM
PARTICIPANTS

19 mil

CALLS ON
CHANNEL CONTACT

90 mil

MAILINGS
SENDS

340 mil

ACCESS TO
CUSTOMER PORTAL

HISTORY

  • 2008, April: approved the development of the PortalPrev new generation.
  • 2009, January: started the development of the new solution.
  • 2010, March: delivered the first release of PortalPrev.
  • 2010, August: first deployed client.
  • 2011, 2012, 2013 and 2014: new features were incorporated into PortalPrev (eg, Management Module, Mailing tool, etc) and several clients were set-up.
  • 2016: product 100% redesigned and developed with current technology, new visual standard, more modern and intuitive, redefining the usability of menus and navigation, using more images and infographics, redesign the forms to contain more visual elements and dynamic with the user, new tool publishing content for administrators, fully responsive solution for a variety of devices (smartphones, tablets and monitors).