Solutions
Talking about solutions, we cover the following functionality, and growing:
Our proven, audited, modern solution platforms were a bit ahead of their time, but due to the fast changes, in for example the pension industry, we now are perfectly In Time! Benefit from our vision and investments!
Talero Investment Management Solution
- Relationship management
- KYC
- Investment account management
- Portfolio management, rebalancing
- Payment transactions (Excasso-Collection)
- Matching incoming transactions
- Buy/sell funds
- Value transfer (PSK)
- Product design (BOX 1 – BOX 3 Investing)
- Cost management
- Fund and price management
- Workflow management
- Digital communication, letters, e-mails, messages
- Tax regulations for annuities accrual and benefits
- Client portal
- Intermediaries and advisory portal
- Annual statement
- Tax authorities notification
Talero Employee Benefits portal
- Open an Account (by Employer or Pension Institute)
- Gather your expense and income data in 5 minutes (Tax declaration, UPA Salary admin, UPA Employer, MijnPensioenoverzicht, UPA Investment management, NIBUD, CBS)
- Enrich your data (tune it to the actual situation and the future)
- Pension planner
- Create goals and retirement scenario's
- Look and analyse your monthly balance between income and expenses in detail, per month, today until the end of time
- Connect to advisors and share your data and plan an advisory session with a advisor
Talero Customer Portal
A fluent communication- and planning portal connecting employers, insurance companies, pensioen institutes with their employees. A multi-directional communication platform on behalf of employees enabling them to keep track of the direction of their retirement and enabling them to plan and to inform to the relevant actors all relevant changes occurring in their daily life.
Copyright Talero 2023
