The future of pension delivery is powered by Keel.

The future of pension delivery is powered by Keel.

Keel is a state-of-the-art pension tool developed with administrators, employers, and members in mind.

Features

Navigate Delivery Challenges with Keel

Empower Members

Powerful submission tools translate legacy forms and jurisdictional regulatory complexity into elegant member experiences.

Employer Tools

Quickly onboard new employees and manage your roster with ease. Create and submit remittances and manage payments with ease.

Responsive Layout

A mobile-first design built to meet the accelerating digital-first expectations of modern users.

Intelligent Workflows

Seamlessly intake member and employer submissions, and stream them to the right team member at the right time - all while managing your operational capacity and automating routine tasks.

Transaction Engine

A complete financial transaction engine, built from the ground-up for the unique needs of both cash-settled and unitized pension operations.

Automated Processes

Rules-based tools to automate the review and approval of routine submissions free your team to focus on complex files where their expertise adds maximum value.

Secure Platform

Modern data-encryption insures employer and ensures member information is kept safe.

Advanced Permissions

Insure those who need to see information can, and those who don’t, won't.

Retirement Builder

Tools and calculators allow members to be make more well-informed financial decisions.

Notification Engine

Provides all types of users timely notifications when relevant changes are made.

Audit Trails

Easily trace historical changes to the system to resolve issues and provide assurance to third parties.

Reporting

Sophisticated and flexible reporting tools to facilitate operational oversight, regulatory compliance, and continuous improvement.

Portals

Admin Portal

Tailor your operations, manage workflows, and provide efficient member and employer services.

Submissions

The information you need to make decisions is thoughtfully laid out to make management decisions.

Records

View, add, and edit records for employers and members who are a part of your pension.

Workflows

The information you need to make decisions is thoughtfully laid out to make management decisions.

Manage your plan, add and update new members, and remit error-free contributions with ease.

Configuration

Adjust plan configuration for your employees to get the perfect arrangement tailored to your company.

Remittances

View historical entries and send new remittance files quickly.

Management

Add, edit, and remove employee information to keep everything organized.

Employer Portal

Member Portal

Engage members throughout their career and post-retirement journey.  Provide a full-service digital self-service experience.

Performance

View and adjust your fund allocation and investment instructions right from the Keel dashboard.

Notifications

Receive timely updates when changes have been made to your pension account.

Profile

Make changes to your personal information to make sure you get what you need, when you need it.

Built for Humans

We live in uncertain times. Disruptive events occur with increasing frequency and amplitude, challenging traditional attitudes about saving for retirement and eroding the confidence in a secure future that is the foundational promise of a pension.

There has never been a more important moment for the pension industry to rise to the needs of its members. Information, insight, and agency is the currency of today’s fintech landscape.

Keel is a next-generation pension delivery platform built to empower members to achieve a deeper connection to their financial future, and to provide administrators with the tools to create cost-efficient value.

Learn more about how we can save your organization
time & money

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