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PF Trust Management Software

The Right Decision for your Company
With our all-in-one PF Trust Management software solution, including features like PF ledger, investment tracker, interest and maturity proceeds tracking, PF trust balance sheet generation, PF accounting, and many more, we address the problems that PF trust administrators face in managing trust activities.

Unique Features Offered By C-Quel’s PF
Trust Management Software:

All In One Solution for various retirement benefits schemes like:

Provident Fund
Gratuity Plans
Superannuation Funds
Hybrid Funds

Member Self Services:

Web access to members for viewing their contribution history
Update contact details
Calculate benefits receivable
Can do various kinds of part withdrawals
Allows Online request for a voluntary contribution
Change of nomination part & full withdrawals

Interest Calculation:

Run Interest during the year at any time
Supports different methods:
Monthly running balance
On Opening Balance
On Closing Balance
Duty Base Calculation.

Automatic Import Facility :

Employee master,monthly contribution
Transfer in/out
Settlement
Loan and investment from SAP

Refundable Loan & Part Withdrawals

Auto calculation of eligible amount for the refundable loan and part withdrawals
Tracking History
Document Checking

Benefit Projection

Auto calculation of benefit for retirement
Surrender value & deferred benefits

Financial Accounting

Financial accounting with general ledgers
Bank reconciliation
Cheque printing and financial reports
Profit & Loss statement
Trial balance and balance sheet

FEATURES OF SOFTWARE

Unlimited Pay Heads & Deductions

Our software gives you complete flexibility to create unlimited pay heads and deductions with built in formulae

Import Tools

Our smart import tools give you complete freedom to transition the past data easily without any manual entries or uploads

PF Ledgers

Get updated employee ledgers with interest, transfer-ins, refundable and non-refundable loans, month on month.

Investment Tracker

Investments as per the notified pattern, maturities, interest receipts get the entire download from our software.

Accounts & Balance Sheet

Monthly BRS, quarterly trial balance sheet, annual balance sheet and schedules- generate it all, at your time and your pace, all at the click of a button.

Employee Self Service Portal

Generate huge employee satisfaction by providing online claim services, claim status online, pf ledgers online and online CRM tool. Transparent, reliable fast PF services for employees.

Online Loan Approvals

EPFO expects you to match its online claim services. No worries, approve both refundable and non-refundable loans online.