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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Our retirement plan solutions offer a range of advantages, from straightforward plan management and impartial investment options to fiduciary services, efficient plan setup, and time-saving solutions that truly make a difference. ADP is dedicated to preparing participants for retirement by equipping your employees with essential tools, enabling them to conveniently plan for their financial future. With a user-friendly mobile enrollment system that allows participants to sign up from anywhere at any time, along with the MyADP Retirement Snapshot calculator which provides tailored estimates of retirement savings based on individual responses, we are continually innovating to enhance the experience for both you and your employees. Additionally, timely and targeted messaging ensures that participants receive crucial information as needed. It is vital to make informed investment decisions for the success of your retirement plan, and we are here to support you in achieving that goal. Our commitment to ongoing improvement and adaptability in our services underscores our focus on your needs and those of your employees.

Description

Catalizr is user-friendly and streamlines the management of customer requests, sending out reminders when needed to gather necessary documents. By automating the creation of engagement letters, Catalizr helps save valuable time for its users. Enhancing the customer experience, it generates and distributes emails for corporate and investor account logins. The process of buying or selling unlisted securities through various plans, such as stock savings plans, SME stock savings plans, retirement savings plans, or standard securities accounts, can often take several weeks or even months. However, with Catalizr, a specialized solution for unlisted securities in the financial sector, investments are made more efficient, achieving an average turnaround time of just three days. Since the entire process is conducted online, Catalizr enables users to execute their transactions swiftly, resulting in a time savings of at least 70%. This innovative approach not only enhances productivity but also allows investors to focus on making informed decisions rather than being bogged down by lengthy processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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ClockShark
Docufree
Homebase
Jobvite
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OrgChart
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Sage Intacct
Slack
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Xero
ZipRecruiter
iCIMS

Integrations

ClearCompany
ClockShark
Docufree
Homebase
Jobvite
Microsoft Teams
Oracle Fusion Cloud ERP
OrgChart
QuickBooks Online
QuickBooks Time
SAP SuccessFactors
Sage Intacct
Slack
Workday Financial Management
Workplace from Meta
Xero
ZipRecruiter
iCIMS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ADP

Founded

1949

Country

United States

Website

www.adp.com/what-we-offer/benefits/retirement/401k.aspx

Vendor Details

Company Name

Utocat

Founded

2014

Country

France

Website

www.utocat.com/catalizr

Product Features

Product Features

Alternatives

Alternatives

milestoneBased Reviews

milestoneBased

Applicature