Superannuation – Portability Reporting

Client: Diversified financial services provider with over 14,000 staff and managing more than $400b.

Problem: For regulatory purposes, the company needs to identify any superannuation members who are holding illiquid assets (preventing portability of their account).

Solution: Automated solution to compare holdings data with multiple lists of illiquid asset to produce exception reporting for the administration team to action.

Download the case study

Recent Posts

Leave a Comment

Start typing and press Enter to search