WinTech

This extensive software platform automates valuations, projections, and reporting for pension and OPEB plans, delivering deterministic and stochastic forecasting, asset-liability modeling (ALM), liability-driven investing (LDI) strategies, glide-path analysis, asset allocation studies, and detailed benefit and annuity pricing, while streamlining data preparation, modeling, and documentation to reduce manual work, minimize risk, and improve accuracy across plans. Designed for pension actuaries, investment consultants, plan sponsors, pension administrators, and insurers involved in pension risk transfer, it supports defined-contribution compliance, true-ups and non-elective allocations, nondiscrimination testing, refund or QNEC calculations, forms and letters, and seamless integration with in-house and third-party systems across global markets, enabling efficient collaboration, scalable administration, and rapid decision support.

WinTech se trouve dans Financial Planning & Budgeting Tools catégories.