at Financial Technnology Year
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Retirement Edge
from Congruent Solutions
Middleware platform that connects carriers and standardizes data to automate annuity workflows for recordkeepers. Helps plan providers launch annuity solutions faster with less complexity.
Category:
Pension Administration Systems
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
Retirement Edge
Publicly available data, summarised using AI.
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