OPT FOR an asset management solution To manage registered retirement savings plan (RRSP)

PACT AND RETIREMENT SAVINGS ACT

Since 2019, the French Pact Law has provided a regulatory framework for the implementation of the individual retirement savings plan. After, its implementing decree, management under mandate has been able to equip itself with similar portfolios.

Apollo PWM, A SOLUTION FOR RRSP PORTFOLIOS

From now on, Apollo PWM Apollo PWM, the reference solution for mandated management, offers functions to consider this new framework. Indeed, the preferred tool for private management, ATOS’s solution now presents the offer with respect to RRSPportfolios. To support one of the banking leaders who has entered this new segment, our teams have adapted the tool to equip it with individual retirement savings functions.

More specifically, Apollo PWM is a software that management companies can rely on to diversify their offering. All the functions related to this new regulatory framework are now part of our product. We are proud to offer a natural solution to the industrial management of the piloted Individual Retirement Savings Plan.

INDUSTRIAL SUCCESS

In addition, our solution has a recognized success because it is used by a major French client who has chosen to launch their RRSP. Our product natively offers management tools to manage large volumes of accounts.

The Apollo PWM product has been able to adapt to business processes. It provides administration interfaces that automate retirement savings portfolios. As, it considers the bank's investment strategy and the investment horizon. This can be linked to the date of retirement and the profile of the saver.

INTERFACING AND ORDER PROCESSING CAPACITY

Apollo Asset Management also offers the means to interface and robustly to the placing of orders. Our solution can send more than 300,000 orders to market in very fast times. This allows industrial portfolio management in a favorable organizational framework.

A SOLUTION THAT COMPLIES WITH THE REGULATORY FRAMEWORK FOR RETIREMENT SAVINGS PLANS

With Apollo PWM, you can gradually activate functions as the regulatory environment evolves. In addition, you have a complete tool to position yourself easily on these new supports.

Choose Apollo PWM, you can be reassured with an efficient and scalable reference solution that will assist you in managing RRSP accounts. Our teams have a perfect understanding of this new regulatory framework and will be able to help you in its implementation.

Finally, choosing Apollo PWM Apollo PWM is also choosing the ATOSgroup, the European leader which helps you concentrate on your tasks with serenity.