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Resources that connect management, control, and compliance
Discover the features that make financial administration more integrated, automated, and prepared for the pension sector.
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Integrated management of financial operations

All modules are interconnected to offer a consolidated and automated view of the entity’s financial flows.

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Compliance with norms and regulations

Generate files, reports, and controls according to tax, accounting, and pension legislation requirements.

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Automation of calculations and reconciliations

Processes like deductions, amortizations, appropriations, and validations are performed automatically.

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Operational dashboards and management reports

Dashboards and detailed reports facilitate tracking balances, earnings, and obligations.

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Data security and traceability

Each transaction is recorded with a complete history, ensuring control and transparency in operations.

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Real-time accounting and banking integration

Transactions are automatically reflected in accounting records and bank statements, avoiding rework.

Simplify and strengthen your entity’s financial management
Talk to our experts and learn how to integrate operations, reduce risks, and maintain compliance efficiently.
Our products for your business
Investment Control
Track the asset position with security and transparency. The module enables reception of portfolios and custody transactions, income calculation, preparation of the Investment Statement (DI), and generation of accounting and off-book records based on actual asset movements.
Loan
Manage your entire loan portfolio with confidence and precision. This module supports eligibility checks, credit issuance, amortization calculations, simulations, and settlements—fully integrated with payroll.
Treasury and cash management
Control your entity’s financial flows with daily bank reconciliation, bank integration, account holder management, and invoice validation. It supports automated entries, accounting transfers, and visualization through management dashboards, along with investment and legal documentation management.

Efficiency and control in every financial transaction

Gain speed, security, and compliance with a comprehensive solution for the financial routine of pension entities.

Greater agility in financial management

Automate critical tasks and reduce manual workload.

Reduction of operational errors

Ensure consistency through integration of payroll, accounting, and bank statements.

Guaranteed compliance

Keep up with all regulatory requirements.

Centralized view of financial status

Monitor everything in one place with real-time data updates.

Data-driven decision making

With accurate reports and robust dashboards, management becomes clearer and more effective.

Specialized support for your operations

Count on technical and consultative support tailored to the specific needs of the pension sector.

Financial confidence built with technology and results

Results that strengthen the financial sustainability of entities through connected processes, reliable data, and technology-driven decisions.
156

Clients

R$572 billion

In processed assets

755

Processed plans

1.5 million

Active participants

438,000

Monthly benefits paid

to retirees and pensioners

Leaders trust Evertec

Discover how our solutions have driven transformation and growth for large companies.

Coopesanramón Takes a Firm Step Towards Digital Payments by Implementing Evertec®’s Zunify

Grupo Mutual Launches New VISA Infinite Debit Card Processed by Evertec®

Clic Air: Taking off towards efficiency and security in your payments with Evertec

FinanCard launches its new digital wallet linked to a prepaid Mastercard processed by Evertec

Discover our solutions for your business

Learn how our platforms and services help your institution grow, from digital transformation to regulatory compliance.