Insurance & pension agencies
Every client's savings, checked fund by fund by hand
Ledgerlight reads the clearing-house file, links each product to its fund's public figures, and shows the agent which clients need attention.
Book a demoWhere it hurts today
Fund figures looked up one by one
Returns, fees and exposure for each fund a client holds are looked up on separate public sites and copied into a spreadsheet.
Products spread across companies
A client's pension, provident fund and study fund sit with different companies, so the total exposure is hard to compare with the agreed risk profile.
Issues found late
A fee above the fund's average or a pension that stopped receiving deposits can go unnoticed until the next review meeting.
Clearing-house file
Risk profile range30–60%- PensionMenora Mivtachim#2184Equities59.7%Abroad45.1%Foreign currency18.1%
- Study fundAltshuler Shaham#1093Equities49.7%Abroad38.5%Foreign currency20.9%
- Provident fundThe Phoenix#9916Equities60.2%Abroad57.7%Foreign currency20.6%
- Managers' insuranceThe Phoenix#50Equities49.7%Abroad54.1%Foreign currency19.2%
Client file ready
Product
How Ledgerlight solves it
Each client's pension, provident, study-fund and managers' insurance products, every fund's exposure and fees from the public data, and the agent's to-do list.
Synthetic demo data
Capabilities
What you get
Real fund data
Returns, fees and exposure from Gemel-Net, Pensia-Net and Bituach-Net, for every fund a client holds.
Alerts for the agent
A fee above the fund's average, a pension with no deposits, equity exposure outside the client's risk range.
Clearing-house file import
The clearing-house holdings file is read in the browser. Nothing is uploaded.
Printable client report
One report per client: products, exposure against the risk range, and alerts, ready to print.
Security & deployment
Where your data runs
- Encryption in transit and at rest
- Role-based permissions
- A full audit log: every number traceable to its source
Want to see it on your own statements?
A 20-minute demo: bring one statement and watch it get read, checked and consolidated.
Book a demo