Overview

Imago Administration is the key platform of the Imago Back Office, providing policy administration, across SIPP, SSAS, group schemes to Bonds, ISA's, OEICs and others.

Imago Administration has a number of modules:

1. CRM
2. New business processing
3. Finance and accounting
4. Contributions
5. Transfers
6. Income drawdown and payroll
7. Fees and debt management
8. Asset management
9. Document management

Imago Property Manager - property management for pensions and investments.

Imago Portal - Web services and web parts that expose Imago data to portals and web sites.

Imago Back Office  now provides an enhanced administration platform for drawdown, annuities and scheme pensions, incorporating automation to improve scalability and process efficiencies. Additional benefits include improved HMRC reporting capability, provision of consolidated views across product and tax wrappers to deliver data aggregation as well as totally integrated workflow across pensions schemes.

Imago Back Office  is designed to support and track Third Party Administrators’ (TPA) Service Level Agreements (SLAs) and Key Performance Indicators being increasingly demanded of them. This degree of transparency also extends to effective auditing and reporting of SLAs and this evidence could be used to support FSA Treating Customers Fairly (TCF) enquiries. It also offers enhanced automation around the management of external data feeds from fund managers and banks, for example, as the pensions industry strives for Straight Through Processing (STP).

Imago Back Office is unique in that it is built with a model driven services oriented architecture with highly scalable and robust technologies. Imago Back Office is frequently deployed into environments where it augments an existing policy administration and / or investment administration infrastructure. The capability to integrate into other systems is built into the design with extensive use of XML and web services. Imago Back Office continues this leading edge technology approach with the incorporation of its own document and content management system that also supports high levels of integration with external systems.

Design Philosophy

The design philosophy that is instilled into Imago developments and propositions are key to delivering a platform that not only meets the needs of the market but provides a platform to develop future products and propositions for the market. We have six key design goals, these are:

• To provide Flexibility – so that users can implement one or more integrated parts,.
• To enable Integration – so that parts can work on their own or together.
• To deliver Scalability – so that it can be deployed in harder environments.
• To be Adaptable – so that it can be deployed in a variety of channels.
• To support Customisation – so that it is easier to create unique propositions.
• To be Maintainable – so that regulatory and legislative change is maintainable.

The Imago Back Office platform delivers solutions to our clients particular needs, built by a team that has a deep understanding of pensions and investments as well as the technology needs of the industry.

We recognise that the pensions and investments market needs solutions that are agile enough to respond to market pressures and the changing regulatory landscape whilst still taking advantage of the investment that has made in existing systems. Coupled with our deep understanding of the business and the regulatory landscape we have developed Imago to enable our clients to support new product developments as well as gaining the benefits of returns from legacy environments.