Audience

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

About PensionPro

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.

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Integrations

API:
Yes, PensionPro offers API access
No integrations listed.

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Company Information

PensionPro
Founded: 2010
United States
pensionpro.com

Videos and Screen Captures

PensionPro Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

PensionPro Frequently Asked Questions

Q: What kinds of users and organization types does PensionPro work with?
Q: What languages does PensionPro support in their product?
Q: What kind of support options does PensionPro offer?
Q: Does PensionPro have an API?
Q: What type of training does PensionPro provide?

PensionPro Product Features