PENSION ADMINISTRATION PLATFORM
A Pension Administration Platform Built Around Your Plan
Refined across four generations of pension systems since 2001.
Procase delivers a modular pension administration platform designed for complex pension funds, combining deep pension domain expertise with custom architecture to support the full lifecycle of pension administration.
Toronto | San Francisco | Beijing
Trusted Pension Administration
Solutions
Procase, founded in 1992 in Toronto, has been delivering pension administration solutions to funds across Canada for over two decades.
We specialize in the design and implementation of pension administration systems tailored to the unique requirements of each fund. Our platform supports the full pension lifecycle, including contributions, eligibility, benefit calculations, payments, reporting, and member services.
In addition to core pension administration functionality, Procase provides integrated solutions for document scanning and document management, automated workflow and task management, self-service web portals and mobile applications, and AI capabilities for data processing and pension knowledge access.
Our approach combines proven platform components with configurable architecture, allowing us to deliver systems that reflect your business processes rather than forcing you to adapt to rigid software constraints.
With decades of pension industry experience and multiple successful implementations, Procase delivers systems that are accurate, scalable, and aligned with long-term operational goals.
Expertise
Deep Pension Industry Expertise
Procase combines deep pension domain knowledge with technical expertise to design and deliver systems that align with the operational realities of pension administration.
Our team understands the full complexity of pension environments, including contributions, eligibility, benefit calculations, payments, compliance, and member services. This expertise allows us to design systems that reflect how pension organizations actually operate.
Unlike generic technology providers, Procase brings direct experience working with pension funds, enabling more accurate system design, faster implementation, and reduced operational risk.
30+
Years in Business
25+
Years in Pension Industry
400+
Pension Projects Delivered
100+
Client Engagements Across Pension and Financial Services
Products
Modular Pension Products Built to Work Together
Procase delivers a modular pension platform composed of core system components and specialized operational modules. Each product can operate independently or as part of a fully integrated pension administration environment.
Core Pension Platform
Core system for full pension lifecycle
Platform
Pension Administration Platform
Complete Pension System Integrating All Modules
The Procase Pension Administration Platform is the core system that supports all aspects of pension operations and integrates all available modules into a single unified solution.
Unified Pension Operations
A single platform consolidating contributions, benefits, payments, and member records across the full pension lifecycle.
Flexible Fund Configuration
Built to accommodate diverse fund structures, rules, and regulatory requirements without reliance on custom development.
Scalable Modern Platform
Built on a modern, web-based architecture with a reusable framework, supporting long-term scalability, modular growth, and continuous evolution including advanced capabilities such as AI.
System Architecture
Contribution Management
Employer remittances · fund allocation · reconciliation
Eligibility & Benefit Calculations
Defined benefit formulas · service history · actuarial rules
Pension Payment Processing
Retirement · survivor · disability · payment lifecycle
Banking & Financial Integrations
EFT / ACH · GL integrations · financial reporting
Workflow, Documents, Portals & AI
Task routing · OCR · self-service · knowledge AI
All modules operate within a single integrated platform with a shared data model, providing consistent processing and a unified view across all pension operations.
AI Capabilities
Pension AI
Procase provides AI capabilities that enhance both data processing and knowledge access within pension operations.
Data Intake & Processing
Ingests census and contribution data
Extracts structured data from documents
Validates data within system workflows
Supports scalable processing of high-volume data inputs
Pension Knowledge AI
Access to plan rules and documentation
Natural language Q&A grounded in internal content
Reduces manual research and improves consistency
Provides consistent, policy-aligned responses across teams
Email Processing & Classification
Ingests inbound emails and attachments from enterprise mail systems
Extracts key data and identifies related members, employers, or records
Classifies, prioritizes, and summarizes communications
Integrates with correspondence workflows while preserving full audit trail
Structured from unstructured data
Converts documents and communications into usable data
AI-assisted decision support
Supports staff with recommendations, not automation
Fully auditable and controlled
Maintains visibility, traceability, and oversight
Embedded in core workflows
Integrated directly into operational processes
USER EXPERIENCE
Mobile and Web Portals
Integrated Digital Experience for Members, Employers, and Plan Stakeholders
Procase delivers fully integrated web and mobile portals that provide real-time access to pension information and services across all user groups.
Member self-service portal
Employer and office self-service portal
Organization portal for trustees, unions, and plan stakeholders
Native mobile applications (iOS and Android)
Secure biometric authentication with real-time data access and interaction
Pension Balance
$28,200
Next Payment
Jun 1, 2025
Service Years
22 yrs
Contribution History
Secure AccessBiometric authentication and role-based access control
My Pension
Pension Balance
$28,200
DOCUMENT PROCESSING
Document Management System
Automated Document Processing and Digital Record Management
Procase provides a comprehensive document management solution designed for high-volume pension environments, supporting all entities within the system.
Document Scanning & OCR
Physical documents are digitized and converted into structured text using optical character recognition, enabling automation and search.
Automated Splitting & Indexing
Multi-document files are automatically separated and indexed to the correct members, employers, and organizations without manual effort.
Correspondence Management
All incoming and outgoing correspondence is tracked, linked to the appropriate entity, and stored in a centralized, searchable repository.
Signature Verification
Document signatures are automatically validated to confirm authenticity and support compliance requirements.
Document Processing Workflow
Scan
Physical documents digitized
Extract
OCR text recognition
Split
Multi-doc separation
Index
Member & employer tagging
Store
Centralized repository
Verify
Signature validation
OPERATIONS
Workflow Engine
Automated Task Management Across Pension Operations
Task Lifecycle
To Do
In Progress
Review
Complete
Procase includes a workflow engine that orchestrates operational tasks, hand-offs, and status tracking across staff, members, employers, and organizations.
Centralized “To Do” task management interface
Intelligent task routing and prioritization
Full lifecycle tracking of tasks across stakeholders
Automated task hand-offs between staff, members, and employers
Stakeholders
This ensures that work is always visible, assigned, and progressing efficiently, reducing delays and operational risk.
SERVICES
Pension Consulting and Implementation Services
Procase provides consulting and implementation services focused exclusively on pension administration systems. Our services combine pension domain knowledge, technical architecture, and delivery expertise to help funds modernize, implement, and extend their systems effectively.
Delivered as a structured, end-to-end model from architecture through implementation, integration, and ongoing support.
AI Enablement & Intelligent Automation
Design and implementation of AI capabilities within pension administration systems to improve knowledge access, automate document and email processing, and enable intelligent, workflow-driven operations.
System Design & Architecture
Define system structure, data models, and technical architecture aligned to pension requirements.
Full Implementation & Deployment
Deliver end-to-end system implementation, configuration, testing, and production rollout.
Modernization & Migration
Upgrade legacy systems, migrate data, and transition operations to modern platforms.
System Integrations
Integrate with payroll, banking, employers, and external systems across the pension ecosystem.
Ongoing Support & Enhancements
Provide continuous support, system enhancements, and adaptation to evolving requirements.
Why Procase
Legacy Pension Platforms Were Not Built for Modern Pension Funds
Many pension administration systems were originally designed as generic platforms and adapted over time. As plan rules evolve, contribution structures become more complex, and regulatory requirements increase, these systems often require costly workarounds and create ongoing vendor dependency.
Procase takes a different approach.
We design pension administration platforms specifically for each fund's operational model, allowing organizations to modernize their systems without compromising their existing operating model.
What Sets Procase Apart
Built for Pension Complexity
Systems designed around fund-specific rules, contribution structures, and governance models.
Full System Ownership
Your organization retains full ownership of the platform, eliminating long-term vendor dependency.
Modernization Without Disruption
Upgrade legacy systems while preserving your existing operating model and processes.
Proven Pension Expertise
Delivered by specialists with deep experience in pension administration systems and implementations.
OPERATIONS
Scale and Team
Depth of Experience and Expertise
Procase combines long-term pension domain knowledge with a senior-focused team structure and scalable delivery capacity, enabling successful implementation and ongoing support for complex pension administration systems.
60+
Team Members
20+
Average Years of Experience
25+
Years of Pension System Experience
Senior-focused team
High concentration of experienced pension specialists
Pension operations expertise
Deep knowledge of calculations, workflows, and plan rules
Proven system delivery
Successful delivery of complex pension administration systems
Multi-generation platforms
Experience evolving pension systems across multiple generations
Enterprise technology expertise
Oracle, web, mobile, and enterprise systems
Long-term client relationships
Trusted partnerships with major pension organizations
Selected Clients
Trusted By Leading Pension Organizations
Procase has designed and implemented pension administration systems for major multi-employer pension funds and complex retirement plans across North America, including full platform deployments and broader engagements within leading pension and financial institutions.
Core Platform Clients
Full pension administration platform implementations
Additional Industry Experience
Testimonials
What Pension Fund Clients
Say About Procase
Procase has delivered pension administration systems for complex multi-employer pension plans across North America. Our clients value our deep pension domain expertise, long-term partnership approach, and ability to deliver reliable systems that support mission-critical operations.
"Procase Pension System is the cornerstone of our organization, supporting the full lifecycle of pension administration. Its integrated platform, combining core administration, workflow, document management, and digital portals, has significantly improved efficiency and consistency. The recent modernization and addition of AI capabilities demonstrate Procase’s ability to evolve with our needs. Procase is a trusted partner, delivering a robust and reliable pension administration system."
David D'Agostini
Chief Executive Officer
LiUNA Pension Fund
"Over more than a decade of continuous operation, the Procase Pension System has demonstrated exceptional stability and reliability. Its flexible, data-driven architecture allows us to implement changes efficiently and cost-effectively, while upgrades are completed seamlessly with no disruption to our operations. This has resulted in a low overall cost of ownership. We recommend Procase Consulting without reservation as a provider of a robust and future-proof pension administration solution."
Paul Versteeg-Lytwyn
Interim Executive Director
Musician's Pension Fund of Canada
"Procase Pension System has enabled us to support multiple pension plans within a single integrated platform, while managing distinct workflows, business rules, and reporting requirements. This has allowed us to operate efficiently within a complex multi-plan environment. We recommend Procase Consulting as a strong and capable partner."
Alain Malaket
Chief Executive Officer
Nursing Homes & Multi-sector Pension Plans
"Procase delivered a highly successful upgrade to our Oracle Financials platform, completed on time, on budget, and with minimal disruption to our operations. Their team brought strong technical expertise and a deep understanding of pension operations, working closely with us to replace critical functionality while improving performance and stability. We view Procase as a trusted and valued partner and highly recommend their services."
Rob Sidey
Assistant Vice President, IT Corporate Business Solutions
Healthcare of Ontario Pension Plan
"Procase has consistently demonstrated a strong ability to understand our business and deliver solutions that support our objectives. Their team has helped us improve processes, integrate systems, and enhance our web platform, resulting in more efficient and effective operations. Over the course of our long-standing relationship, Procase has provided skilled resources and flexible project support across a wide range of initiatives. We have benefited from their depth of expertise and consider Procase a strong and trusted partner."
Carl Hiltz
Partner
Integra Capital
"Procase Consulting has been a trusted partner in supporting our pension benefits system over many years. Their team has ensured our pension system runs smoothly and efficiently, while managing ongoing maintenance, upgrades, and re-platforming activities with a high level of technical excellence. Procase has consistently demonstrated strong responsiveness, with an effective escalation process that resolves issues quickly and proactively. We value their reliability and highly recommend their consulting services."
Larry Girouard
Director, Pension Services
Scotiabank
Technology Foundation
Enterprise Technology Foundation for Pension Systems
Procase Pension Systems are built on proven enterprise technologies designed for long-term scalability, security, and reliability. The platform combines a centralized database core, configurable application framework, rules-based processing, enterprise reporting, and cloud-ready deployment.
- Long-term performance and adaptability
- Stable, extensible platform supporting complex pension operations
Core Data Layer
Centralized Oracle Database Architecture
Fully integrated data layer across all modules, enabling real-time consistency and eliminating silos.
Rules Processing
Configurable Business Rules Engine
Configurable rules engine supporting pension logic and eligibility without code changes.
Application Framework
Oracle APEX Framework
Web-based APEX framework enabling rapid development, reuse, and consistent user experience.
Reporting
Enterprise Reporting Solutions
Enterprise reporting via BI Publisher supporting scheduled outputs and regulatory reporting.
Infrastructure
Cloud Deployment Capability
Cloud-ready architecture supporting scalable, secure, and highly available deployments.
Platform Evolution
Proven Through Multiple Generations of Pension Systems
Procase has designed and delivered full pension administration systems across multiple organizations, with each implementation contributing to the evolution of our platform.
1st Generation (2001) – LiUNA Pension Fund
Initial full pension administration system built in 2001 using Oracle Forms and Reports. This system established the foundation of Procase's pension platform.
2nd Generation (2013) – Musicians' Pension Fund
Full system implementation expanding on the original architecture using Oracle Forms. This version introduced additional modular capabilities and operational improvements.
3rd Generation (2018) – Nursing Homes Pension Plan, Multi-Sector Pension Plan
Full systems built with enhanced functionality and scalability using Oracle Forms and Reports, with further refinement of workflows, document handling, and integrations.
4th Generation (2023) – Modernized Platform – LiUNA Pension Fund, Musicians' Pension Fund
Full platform modernization to Oracle APEX including conversion of all screens to a modern web-based framework, development of a reusable APEX framework, transition from Oracle Reports to BI Publisher, expansion of modular capabilities, and introduction of AI capabilities.
Modernize Your Pension Administration Platform
Discuss your current system, challenges, and modernization goals with our team.
Get In Touch
Start the Conversation
Planning a pension administration modernization or enhancing your existing platform? Connect with our team to discuss your requirements and how Procase can support your long-term operations.
Location
180 Caster Avenue, Unit 55 Woodbridge, Ontario, Canada L4L 5Y7
Email Us
contact@procaseconsulting.com
Phone Us
647 800 8629