The Modern Recordkeeping Platform for Third-Party Administrators

Cloud-native, API-first, AI-embedded. Built to replace outdated systems and help TPAs, recordkeepers, and advisors scale with confidence.

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Purpose-Built for TPAs & Recordkeepers

Legacy platforms slow you down and inflate servicing costs. Penelope changes the equation –streamlining, automating, and improving your most critical administrative processes.

Your Brand Experience

We don’t sell to employers–we don’t compete with our clients

Highly customizable white-label dashboards

Custom email templates

Payroll Processing

Seamless payroll integration with 150+ providers via unified API

Validation Errors highlight exceptions for targeted review

Partial Processing – block only the impacted participants

Reporting

Custom reports via flexible on- demand reporting engine

Full suite of compliance, revenue, billing, compensation reports

Does not require Crystal Reports or SQL database

Loan Processing

Requests initiated directly via Participant dashboard

Automated workflow for review, approval, and administration

See all loans at-a-glance across entire book of business

Admin Dashboard

Global view across entire book of business

Efficiently create manage plans from end-to-end

User Experience

Intuitive interface based on familiar app conventions – works the way people expect

Easy self-onboarding

Your Clients. Your Brand

Your Brand Experience

We don’t sell to employers – we don’t compete with our clients

Highly customizable white-label dashboards

Custom email templates

Seamless Payroll Processing

Payroll Processing

Seamless payroll integration with 150+ providers via unified API

Validation Errors highlight exceptions for targeted review

Partial Processing – block only the impacted participants

Built-In Custom Reporting

Reporting

Custom reports via flexible on- demand reporting engine

Full suite of compliance, revenue, billing, compensation reports

Does not require Crystal Reports or SQL database

Streamlined Loans

Loan Processing

Requests initiated directly via Participant dashboard

Automated workflow for review, approval, and administration

See all loans at-a-glance across entire book of business

Global Plan Administration

Admin Dashboard

Global view across entire book of business

Efficiently create manage plans from end-to-end

User Experience (UX)

User Experience

Intuitive interface based on familiar app conventions – works the way people expect

Easy self-onboarding

Modern, Digital-First Recordkeeping Sets Us Apart

Cloud-Native

Scale securely with SaaS infrastructure–no legacy baggage, no installs

API First

Seamlessly plug-in custodians, payroll, advisory tools, and health plan offerings

AI-Embedded

Offload repetitive, manual processes for faster, more accurate onboarding, compliance, plan design, and operations

Modern Tech Stack

SECURE 2.0 built in from the start–focus on new features, not tech debt and retrofits

Penelope Helps You Achieve Your Business Goals.

  • Grow Share in Your Current Market
  • Expand In The Rapidly Growing Small/Micro Plan Segment
  • Meet Client Demand for Seamlessly Combined Health & Wealth Offerings

Lower Operating Costs

Profitably provide powerful digital experiences, more customization, and better servicing.

Rapid Response

Reduce time to market for the features your staff and your clients care about.

Seamless Integration

Fully connect your retirement, health, and advisory offerings.

Our Partners & Advisors

Grow your business with Penelope

Let’s talk about how Penelope’s recordkeeping platform can be a key component to unlocking full realization of your strategic business goals.

Connect with our team to learn more and see a demo.

For any questions, please email info@penelope.co.

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