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About

Streamline how you operate by digitally connecting with distributors and suppliers to meet rapidly changing consumer demands. We seamlessly connect retailers across the three-tier supply chain, with applications that extend beyond the walls of your operation to enable tier-to-tier automation, simplification, sales and inventory insights, ecommerce, and payment processing. Our suite of applications for retailers is designed to connect you to distributors, suppliers, and consumer data to drive growth while improving operational efficiencies and reducing expenses through data-driven insights and actions. Maximize sales and minimize empty shelves with rich, actionable POS insights and enhanced distributor sales rep execution. Order from all of your distributors at once, anywhere, anytime, on any device. Modern, integrated payments help you save time and eliminate manual processes.

About

PensionPro is a cloud-based software solution designed to optimize operations for Third Party Administrators (TPAs) by streamlining plan administration, client communications, and business processes. The platform offers three distinct tiers, TRACK, TEAM, and BUSINESS, each tailored to meet varying organizational needs. TRACK serves as the entry-level tier, providing essential features such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and standard reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal for efficient information exchange between administrators and clients. TEAM builds upon TRACK's functionalities by adding online data collection, time tracking, blast email capabilities, fee schedule management, and integration with ftwilliam.com for forms and compliance. This tier is designed to consolidate and organize operations, enhancing internal workflows and profitability.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises in search of a tool to digitally connect across the supply chain with their distributors and suppliers

Audience

Enterprises looking for a tool to enhance efficiency and profitability through a scalable, cloud-based pension administration platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Encompass Retail Hub
United States
www.encompasstech.com/connect/retailer-hub/

Company Information

PensionPro
Founded: 2010
United States
pensionpro.com

Alternatives

Alternatives

VavaStone

VavaStone

SD Sharp
PensionGold

PensionGold

Levi, Ray & Shoup
Avenu CPAS

Avenu CPAS

Avenu Insights
Milliman MARC

Milliman MARC

Milliman
PX3000

PX3000

Penad Pension Services

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Encompass Retail Hub and update features and information
Claim Encompass Retail Hub and update features and information
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