Calculate. Produce. Archive — the bAVManager gets your actuarial report over the line in five minutes

Full actuarial expertise and audit-proof processes for digital occupational pension provision. The bAVManager is the leading software for calculating and producing actuarial reports in occupational pension provision. With it, you can model even highly complex commitment structures reliably — from the valuation through to the finished document and on to audit-proof version history.

No broken process chains. No laborious manual rework. No compromise on audit reliability.

What the bAVManager does — and how it works

Valuing pension obligations is demanding: differing regulations, a wide variety of commitment types, large portfolios and high expectations of audit reliability. This is exactly where the bAVManager comes in. The bAVManager combines a powerful actuarial calculation engine with an end-to-end digital process chain.

Actuarial and back-office teams work hand in hand in a single application — from data maintenance through calculation to the dispatch-ready report. Recurring bulk operations run fully automatically in the background (straight-through processing). Your specialists keep control exactly where their expertise counts. The foundation is nine components designed to work together.

Nine components — one seamless process

1

Report Manager

You administer reports, run trial calculations, configure commitments, check results, archive data and maintain the benefits library. This is where you steer the entire reporting process.

2

Calculation Engine

Valuation under German GAAP (HGB), German tax, US GAAP and IFRS. The calculation engine covers all common commitment types (direct commitments, long-service/anniversary benefits, phased retirement, Pensionskasse and Pensionsfonds schemes), runs projections, manages prospective beneficiaries and determines entitlements to the day — full actuarial expertise.

3

Document Engine

Facsimile signatures and stamps, freely definable print rules and field variables, individual text, charts and graphics, plus full RTF-based word processing.

4

Document Management

Email dispatch, integration with print systems and high-volume/production print systems, connection to external archives, and automatic PDF filing on the file server.

5

User Management

Single sign-on, organisational units, a granular role and permission system, and authentication via OIDC.

6

Workflow Engine

Manage and delegate tasks in the work basket, control follow-ups, process bulk volumes via batch jobs, and configure processes freely.

7

Reporting & Monitoring

Export as PDF, XLSX, CSV and more, access to current and historical data, complex database queries, and pipeline and process reporting.

8

Billing

You set up products and pricing models and define invoicing terms — commercial processing is built in directly.

9

Customer Portal

Involve your customers in your processes, with document provision, order creation and data maintenance.

Your benefits with the bAVManager

Faster to the finished report

You digitalise and automate your processes and divide the work optimally between actuarial and back-office teams. This lets you produce reports of any complexity quickly and answer queries straight away.

Quality and audit reliability

You work on a stable system, determine entitlements to the day and run strictly unbiased stochastic projections (Monte Carlo simulation). The bAVManager archives every operation in an audit-proof manner.

Flexibility

You adapt the bAVManager to your processes: you configure workflows and the role and permission system freely and connect third-party systems seamlessly.

Service and currency

We support you on both the actuarial and technical side, keep the bAVManager up to date as laws and accounting standards change, and accompany you through data and system migration.

In short:

• A finished report in just five minutes

• Full actuarial expertise under German GAAP (HGB), German tax, US GAAP and IFRS

• Audit-proof version history for every operation

• Bulk processing in lights-out operation

• Less manual effort, higher process quality

• Scalable from small portfolios to very large ones

More than single calculations: bulk processing at scale

Do you have a large set of standard commitments for shareholder-managing directors? No problem with our automated bulk processing.

Via batch jobs, the bAVManager produces not only simple notification or amendment letters but also entire reports fully automatically — for whole portfolios, in lights-out operation and around the clock. It generates standard documents ready for dispatch, archives operations automatically and routes special cases specifically to manual handling.

This is how the bAVManager scales with your portfolio — without your workload growing in step.

Applications — from a single valuation to very large portfolios

The bAVManager has proven itself in calculating and producing actuarial reports — across all common regulations and commitment types. The same expertise applies wherever you value, document and administer pension obligations in an audit-proof way.

Proven fields of use:

• Actuarial reports under German GAAP (HGB), German tax, US GAAP and IFRS

• Valuation of pension and retirement obligations

• Administration of prospective beneficiaries and portfolios with entitlement calculated to the day

• Projection calculations and stochastic simulations

• Bulk processing and automated document dispatch

We operate the bAVManager for you in a data centre in Germany. Highly scalable, we calculate large portfolios on several thousand CPUs in just a few minutes. Thanks to its web architecture, all you need is a browser — no further local installation.

Who is the bAVManager built for?

The bAVManager suits everyone who produces actuarial reports of any complexity — efficiently and in an audit-proof way. It suits:

• Actuaries and actuarial experts

• Insurers and reinsurers

• Advisory and consulting firms in the occupational pensions field

• Pension funds (Pensionskassen), professional pension schemes (Versorgungswerke) and institutions for occupational retirement provision (IORPs)

• Companies with substantial pension obligations

Trusted across the industry

Leading names in occupational pension provision rely on the bAVManager for their actuarial reports — among them DEVK, the Funk Group, Longial, febs Consulting and Prof. Dr. Edgar Neuburger & Partner.

A strong partner: Our partner Prof. Dr. E. Neuburger Versicherungsmathematische Softwareentwicklung GmbH (VSE) supplies the actuarial calculation engine and the actuarial specifications — a proven partnership for digital occupational pensions ever since the bAVManager was born in 2008.

DEVK Deutsche Eisenbahn Versicherung

"The b+m bAVManager is a highly flexible and mature actuarial reporting software that we can recommend without reservation. With the additional hosting option, the software is also a cost-effective solution for companies with smaller portfolios of actuarial reports."

Funk Gruppe GmbH

For the preparation of actuarial reports in the field of occupational pension schemes, Funk Gruppe GmbH relies on the b+m bAVManager and the expertise of b+m Informatik.

Longial GmbH

“Longial relies on standard software that can be configured to meet our specific requirements. As a reliable IT partner, b+m Informatik enables Longial to focus entirely on its core competencies while providing optimal support for our business processes.”

Prof. Dr. Edgar Neuburger & Partner

“By implementing the b+m bAVManager, we now have a modern solution for the valuation of pension obligations and the administration of our clients' pension plans—an important advantage in attracting new employees. Compared with our previous systems, we have significantly reduced the time required to train new staff.”

febs Consulting GmbH

“The high level of expertise of everyone involved, combined with their strong customer focus and exceptional flexibility, ensures a relationship built on trust and reliability. I particularly value the personal, straightforward support provided by b+m Informatik in our day-to-day business.”

Frequently asked questions

The calculation engine values under German GAAP (HGB), German tax, US GAAP and IFRS and covers all common commitment types (including direct commitments, long-service/anniversary benefits, phased retirement, Pensionskasse and Pensionsfonds schemes).

Yes. This is exactly what the bAVManager is built for: you can reliably model even highly complex commitment structures and reports of any complexity.

Yes. The bAVManager supports the ZUGFeRD and XRechnung formats.

The bAVManager archives every operation in an audit-proof manner. You can compare and analyse portfolios against the state of any previous report.

We keep the bAVManager continuously up to date with new laws and accounting standards. Actuarial and technical support, along with support for data and system migration, are part of the service.

Get to know the bAVManager in a personal demo

In a joint session, we will show you:

• How you produce a complete actuarial report in just a few minutes

• How you model your commitment structures and valuation standards

• Which automation potential is realistically achievable in your portfolio

• How you integrate the bAVManager into your existing system landscape

Ready to digitalise your reporting processes? Request a demo now.

A finished report in just five minutes — simple, intelligent, audit-proof.

Request Your Demo

For detailed information on data protection, please visit the following link: Privacy Policy.

Solutions