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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

Visma Idella offers innovative software and services for the financial sector in the Netherlands, focusing on pension administration, disbursements, and social provisions. Serving over 4.3 million Dutch pension participants and processing €2 billion in monthly disbursements, Visma Idella provides cloud-based, modular, and scalable solutions that ensure compliance with (inter)national regulations and security standards. As part of the international Visma Group, the company adheres to stringent cybersecurity, privacy, and compliance requirements. Technology is an essential part of the digitizing financial sector. Visma Idella is ideally suited to solving complex problems and creating demonstrable added value. Our passion lies in designing and realizing perfectly suitable software for financial institutions.

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

Audience

Financial institutions and pension funds requiring a tool to manage their pension administration and disbursement processes

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:

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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

PensionPro
Founded: 2010
United States
pensionpro.com

Company Information

Visma Idella
Founded: 1987
Netherlands
www.visma-idella.nl/

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Alternatives

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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 Visma Idella and update features and information