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Modern governance for pension management
Explore the modules and services that enhance safety, efficiency, and integration in your operation.
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Continuous regulatory alignment

Stay up to date with sector regulations, ensuring tax and pension compliance.

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Real-time management dashboards

Track KPIs and operational statuses with an intuitive interface that simplifies process monitoring.

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Comprehensive, customizable reporting

Generate managerial and operational data in various formats for auditing, analysis, and accountability.

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Automation of key processes

Automate tasks like calculations, validations, tax issuances, and reconciliations for greater efficiency.

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Specialized support and operations

Rely on technical experts for pension fund management and operational support.

Transform the way you manage your pension fund
Learn how Evertec’s solutions bring efficiency, control, and compliance to your entire operation.
Our products for your business
Benefits and pension institutes
Ensure regulatory compliance, calculate entitlements accurately, and provide calculation records and exit statements.
Benefits payroll
Process both one-time and recurring benefit payments with continuous monitoring, generate tax obligations, and integrate with banks for direct payment to participants.
Contribution management
Validate and reconcile contributions with treasury records, integrate with related processes, and generate contribution histories and reports.
Enrollment
Ensure consistent information with real-time analysis, automatic updates, and compliance with legal and regulatory standards.
Provisions and reserves
Update and maintain consistency across individual and collective balances, generate data for actuarial reviews, and ensure traceability over investment profiles, contributions, and mathematical reserves.

Solutions that transform pension fund management

Gain control, security, and efficiency in every step of your operation with a platform designed to evolve with your business.

Real-time, full-spectrum visibility

Track every stage of your pension operations with intuitive dashboards and up-to-date data for agile, informed decisions.

Reduced operational risk

Minimize manual errors with automated processes and integrated modules, ensuring traceability and regulatory alignment.

Guaranteed compliance

Stay aligned with PREVIC, the Federal Revenue Service, and other regulatory bodies with a solution built for compliance.

Efficient plan management

Manage contributions, reserves, and benefit plans with precision, scalability, and security—even in complex scenarios.

Specialized support

Rely on experts who understand your business. Our team is well-versed in pension fund rules, challenges, and requirements.

Faster results, less rework

With an integrated platform, information flows seamlessly across departments, eliminating duplication, saving time, and improving operational performance.

Results that reflect trust and performance

Performance metrics that showcase the real-world impact of our pension management solutions—built for compliance and care at every step.
156

Clients

R$ 572 billion

In assets processed

755

Pension plans managed

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.