Defined Contribution Plans

Gives financial institutions and plan sponsors a complete solution for administering individual and group retirement arrangements, including stock purchase plans, savings plans and profit sharing plans.

  • Designed to manage an entire book of business, for an unlimited number of client-defined investment products and plan designs. 
  • You have the flexibility to add new clients and plans, and offer new financial products to current and expanding markets. 
  • Investment accounts can be set up for any business entity, not only member plans.
  • There is no limit to the number of funds or plans in which a member can participate.
  • Fund attributes include various fund valuation frequencies, trade cut-off time and settlement days.
  • Full audit logging capability for all data changes and financial transactions.
  • Web self-service for plan sponsors, employers, members and other stakeholders

As a global application, CPAS v5 supports multiple languages, currencies and tax domains.

    • Daily exchange rates are maintained to support inter-fund transfers and reporting.
    • Deposits and investments can be made in different currencies.
    • Frequent trading monitoring, late trade processing and straight-through processing allow for up-to-the-minute transactions.
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CPAS Systems Inc.
250 Ferrand Drive, 7th Floor,
Toronto, Ontario, Canada
M3C 3G8

Toll Free: 1-866-438-2727
Local: 416-422-0563
info@cpas.com

GET IN TOUCH

CPAS Systems Inc.
250 Ferrand Drive, 7th Floor,
Toronto, Ontario, Canada
M3C 3G8

Toll Free: 1-866-438-2727
Local: 416-422-0563
info@cpas.com

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FOLLOW US

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Support   |   Careers