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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.

About

Our software delivers world class automated pensions administration. Procentia is an independent company specializing in pensions software. Procentia is a global leader in pensions software. We work closely with clients to deliver a flexible, reliable, high value solution to pensions administration. Our global reputation is based on the excellence of the pensions software, on our commitment to customer service, and the experience of our staff who are specialists in the pensions and financial services industry. The client stories show the benefits that our clients and their customers have achieved from implementing Procentia’s software. Our implementation and support teams of specialist developers are drawn from within the pensions and financial services industry. Online knowledgebase resources, issue resolution and tracking facilities at your fingertips 24 hours a day.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Organizations and individuals searching for a solution to optimize and simplify their pensions administration

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

PensionPro
Founded: 2010
United States
pensionpro.com

Company Information

Procentia
Founded: 2001
United States
www.procentia.com/us

Alternatives

Alternatives

PensionGold

PensionGold

Levi, Ray & Shoup
PensionGold

PensionGold

Levi, Ray & Shoup
PX3000

PX3000

Penad Pension Services
Milliman MARC

Milliman MARC

Milliman
PENFAX

PENFAX

JEA
PX3000

PX3000

Penad Pension Services

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim PensionPro and update features and information
Claim PensionPro and update features and information
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Claim Procentia and update features and information