Point Solutions

Bringing simplicity into the complex world of recordkeeping, Congruent’ s Point Solutions, from the CORE Solutions suite, help plan providers improve productivity and efficiency of their operations. By design, Point Solutions addresses specific needs of plan administration and record keeping like contributions processing, eligibility & enrollment processing, loan management, distributions processing, plan on-boarding and year-end processing.

With years of careful analysis of existing workflows and evaluation of the best use of technology in different scenarios, we at Congruent, understand what it takes for you to be at the top of your game. Over a decade of experience in the retirement industry has led us to build individual point solutions to address operational and strategic challenges in record keeping and transaction processing. CORE Point Solutions, with their seamless integration capability and flexibility, provide you the optimum path of incremental investment in your IT systems to maximize returns, instead of investing heavily in a complete revamp.

Delivered as a licensed application or a hosted solution, CORE Point Solutions can serve the needs of plan sponsors, plan providers, recordkeepers and advisors of all types and sizes. It can be a stand-alone application or an integrated solution with other recordkeeping, payroll and plan-administration systems.