TRILAY ERP+ integrates registrations, memberships, contributions, fees, collections, procedures, services, credit and documentation to administer professional and pension institutions from a single platform. Manage the individual current account, the contribution history and the self-service portal, keeping administrative, financial and accounting processes connected.
When memberships, registrations, contributions, procedures, benefits and collections are managed in separate systems, operational work increases and it becomes hard to know each person's current situation.
For professional colleges and councils, pension funds, associations, unions, mutual societies and other membership or registration entities, according to how each institution is configured.
Each stage stays connected to the individual current account and to the institution's administration, according to how each institution is configured.
Person registration, category, status and validity.
Generation of periodic fees and contributions by concept.
Import of contributions from entities or employers.
Fees, contributions, charges and payments in one place.
Requests, documentation and status follow-up.
Retirement, pensions, subsidies and reimbursements.
Payments, self-service portal and financial integration.
Prudent wording about contribution imports, according to the formats and workflows implemented.
TRILAY ERP+ allows incorporating contribution information from entities, employers or other sources, according to the formats and workflows implemented.
Period, concept, amount, origin, status and accumulation, related to benefits or services.
TRILAY ERP+ allows the entity to apply the rules, parameters and formulas it defines to calculate pension services and benefits, according to the rules and parameters configured by each entity.
Benefits related to each person and the organization of the entity's authorities.
Relation with affiliates, family members and beneficiaries, with status, validity and documentation.
Requests, documentation, approval, payment and status.
Application, granting, installments and collections integrated with the affiliate's account. See Credit Origination & Management →
Administration of terms, positions, committees, periods and statuses. The confirmed function is administrative, with no electronic voting or vote counting.
Supplier and payment management belongs to other TRILAY ERP+ modules and integrates with institutional management.
With supplier portal and accounts payable.
Payments, collections and accounting records.
Fees, contributions and institutional concepts.
Registered, contributions, procedures and services.
Centralized institutional administration and less data duplication, according to how each institution is configured.
Registered, affiliates and associates in one place.
Categories, statuses and validity up to date.
Integrated contributions and history lookup.
Collection organized via multiple channels.
Retirement, pensions, subsidies and credit.
Lookups, payments and procedures online.
Request a demo and we will show you how TRILAY ERP+ integrates registrations, contributions, procedures, services and collections on a single platform.