Member administration software
Fundworx™ runs contributions, investments, claims, retirement, pensioner payroll and beneficiaries on one database, for one fund or an umbrella of them.
About Fundworx →Southern X · Since 1999
Member administration for African funds.
We build Fundworx™, the system that has been implemented in 12 countries and runs pension and provident funds, group life schemes and life products. It is written around local law, installed on your servers, and supported under contract.
Notice
Hi, I’m Barry. Welcome to Southern X!
I look after visitors here. Where would you like to start?
+1.4m
members and lives
1 426 353 under administration across 18 live implementations. 185K policies.
26
years administering retirement funds
Pension and provident funds, group life, credit life and retail life, since 1999.
12
country implementations
From South Africa to Trinidad & Tobago.
500k+
members in a single fund book
The system carries no membership limit of its own.
Fundworx · Member administration · Verified 2026
What we do
We build, implement and support the system that runs the fund.
Pension administration is written in local law. A system built for another market can hold your members. It cannot always hold your rules. Fundworx™ is built to hold both.
Implementation and configuration
We set up your benefit designs, account structures and validation rules as configuration, then migrate your member data. Your rules are settings, not a development project.
Process design with Worktrails
We help you design each procedure, test it before it goes live, and let the system enforce it. When your best administrator retires, the procedure stays.
Support under contract
The Bureau service desk with a named client manager, service level agreements, annual health checks, year-end preparation and ongoing software maintenance.
About The Bureau →
What Fundworx™ administers
Pension fundsProvident fundsGroup life schemesCredit lifeRetail lifeBeneficiary funds
Our main product
Fundworx™. One system, from first contribution to last pension payment.
Contributions, investments, claims, retirement, pensioner payroll and beneficiaries. On the same database, under the same rules.
Your fund’s rules are configuration. Not code.
Benefit designs, account structures and validation defined once, reused across every fund you run.
The procedure lives in the system. Not in someone’s head.
Worktrails: design a process, test it before it goes live, and let the system enforce it.
190
security elements, six access levels
Every one of them defaults to no access, so a role can only do what you have explicitly allowed.
Your members’ data never leaves your network.
Installed in your environment, on your servers, under your database administrator. We do not host it. Deliberately.
We never move money. Your bank does.
Fundworx™ prepares and controls. Payment authorisation stays in your systems. Deliberately.
500k+
members in a single fund book
The system carries no membership limit of its own.
Independent review, 2026
1.5m
lines of source code read by an outside reviewer
Software that has captured, tested, and refined intricate financial rules and business processes over several decades, in a complex regulatory environment. Has a strong business moat and competitive advantage.
Independent technical due diligence, 2026. We did not commission it, and we had no editorial control over the findings.
2028
AI, API-first, in the browser
A clearly defined roadmap: we are replacing this system one workflow at a time. There is no date on which your fund is asked to re-implement.
Bring us your rules, a sample of your data, and your hardest question. We will work through it with you in a session, not a slide deck.
Member Portal
Your members see what your administrators see.
The Member Portal puts Fundworx™ in a browser. It runs on the same engine and the same security groups as the administration system, so there is only ever one version of a member’s record.
- Benefit and personal details in one place.
- Account and benefit history to view, filter or download.
- Calculate My Benefit and web statements on demand.
- Retirement at a glance: paydays to retirement, retirement age and contribution rates.
MembersEmployersTrusteesBrokersAdministrators
Open the Portal Demo ↗
The demo opens on a separate site and uses sample members only.
Support
The Bureau: one place to log, track and resolve every query.
The Bureau is the Southern X service desk. When you log a query it is recorded, categorised and assigned to the right person on our team. You and Southern X follow its progress in the same place until it is resolved, and every resolved query stays in a history you can look back on.
How a call works
Log a call
Choose a category and sub-category, add a heading and the details, and attach files if they help. The Bureau gives your call a unique Call ID.
We pick it up
The call goes to the right person at Southern X. You, your assigned contact person and our resource each receive an email, with any attachments included.
Keep it moving
Add information with Update while the call is open. If a call has no activity, The Bureau sends reminders, and it closes automatically after 14 days.
Resolve it
When you are satisfied the work is done, click Resolve and note how it was resolved. The call moves to your history log.
Call sheet
See every call in one list
Filter by call type and choose how many rows to show. Calls logged on your behalf appear here too.
Reports
Download to XLSX or CSV
Export up to 100 calls at a time from any call sheet.
New users receive an email from us to set their password. Forgotten it? Use Forgot Password on the login page.
Barry the Bureau-BotOn The Bureau
Hi, I’m Barry! Ask me about The Bureau or Fundworx™ before you log a call.
How do I create a member by steps in Fundworx?
What is the difference between Date Joined Employer and Date Joined Fund?
Which member fields are mandatory when capturing a new member?
What information is required in the pension payment wizard?
Questions Bureau users ask Barry
AI Chatbot
Meet Barry, the Bureau-Bot.
Barry is the Southern X chatbot. He gives Fundworx™ and Bureau users answers in plain language, through a chat window on The Bureau’s call sheets and call logging pages. Where he can, he answers your question before you need to log a call.
Trained on
General Fundworx™ and Bureau documentation that applies to every user.
And on yours
Your own processes and calculations, so his answers are specific to your fund.
Who we are
Twenty-six years of getting the details right.
Southern X has been building member administration software since 1999. Our first product was written on the back of a decade in the retirement industry. Fundworx™ is the generation that followed.
We work with pension and provident funds, insurers and administrators across Africa and beyond. Each of them runs under its own law, its own regulator and its own rules, and that is the problem we have spent our time solving.
We sell the software together with the support framework, the service desk and the upgrade path. Our service levels are written down, and missing them costs us.
1999
Founded
Building member administration software ever since.
18
Live implementations
Funds and insurers running on Fundworx™ today.
185K
Policies
Across the life and employee-benefit books we administer.
Where Fundworx runs
South AfricaBotswanaEswatiniKenyaMalawiMauritiusMozambiqueNamibiaTanzaniaTrinidad & TobagoZambiaZimbabwe
Contact
Talk to us about administration.
Tell us what you administer and where. We will come back to you to set up a session with the people who build the system.
Bring us your rules and your hardest question. I’ll make sure the right person gets it.