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Personal savings are fundamental to wealth building and financial security. Your customers need a safe and easy way to make their savings grow and our ISP plan offers just that wrapped in a neat little bow.
You can now offer these ISPs to retail customers with our state-of-the-art goal-based savings and investment. Customers can calculate how much to save for goals such as kids education, dream house or a retirement income. Customers can track their progress and performance of their investments in real time with this user-friendly platform.
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Our highly configurable system allows for any number of rules and benefits to be included in the Employee Savings Plans in the shape of “Membership levels”. Employers can reward their executive and key employees with more control, better options and fewer vesting rules, or create a standard set of rules and options for all employees using this feature.
Vesting rules are an optional element that regulate employees’ access to the company’s contributions. These rules can be utilised in your configuration to ensure that contributions are earned over time.
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Employers can take initiative and prepare for their employees’ ESBs by investing in high-yield options. Because of this product, they can sit back and watch their investments safely grow.
Our smart technology tracks investment performance and progress, while feeding customers with all the information daily from a convenient and user friendly dashboard.
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