Full single- and multi-basis pension valuation with a transparent, inspectable engine. Every signed number is exactly reproducible — frozen census, assumptions, and plan structure replay to the dollar. Data-first workflow, tracked corrections, and an audit trail built for ASOP 41, not bolted on.
The suite
One calculation engine. Many surfaces.
Every tool draws on the same reviewed, versioned calculation library — so a factor computed in a spreadsheet matches the one in the platform. Start with what fits your workflow; they share one account.
ActuarialOS for Excel
BetaActuarial worksheet functions inside the tool you already use.
A native Excel add-in exposing the same calculation library as `aos_` worksheet functions — mortality, commutation, annuity, and conversion factors — plus a task pane for building and mapping. Runs locally; your plan and census data never leave the workbook.
ActuarialOS Discount Rate
BetaDevelop and document an ASC 715 discount rate from published curves.
Take a plan's expected benefit cash-flow stream and discount it on a published spot curve (Treasury HQM, Treasury + spread, or your own) — solving the single equivalent discount rate with durations, ± sensitivities, the interest-cost rate, and a labeled convention statement. Cash flows compute locally in the browser; the exportable rate-development memo lands with the portal.
Custom Tools
Built to orderA spreadsheet or small app built around the way you already work.
Tell us the job — the calculation you rebuild every quarter, the workbook that breaks whenever someone inserts a row, the report one person assembles by hand — and we scope and build it: an Excel workbook, an add-in with custom worksheet functions, or a small desktop or web app. Send a brief through the guided form and you get a written scope and a fixed-price quote within 3–5 business days. Personal or business, actuarial or not; the review and the quote are free.