$150 per plan
per month*
Pricing
PensionPro supports TPA firms of all sizes! With our software solutions, Track, Team and Business, you can pick the tier that suits your firm’s needs and add on the bells and whistles as you grow.
FREE
Our point of entry solution, Track includes Customer Relationship Management and reporting features accessible from your desktop or mobile devices
Features:- Client, Plan and Contacts
- Plan Cycle Milestone Dashboard
- Standard Reporting
- PensionPro Mobile
Beyond Track, our Team tier consolidates, organizes and tracks what you do, turning your business assumptions into profits through real-time reporting.
Features:- All Track features plus
- Time Tracking
- Blast Email
- To-Dos
- File Storage
- ftwilliam.com Integrations
- Document Specifications
- Communication Lists
$230 per plan
per month*
per month*
Business offers our complete package of software services and features. It goes beyond tracking and reporting to provide actionable business intelligence.
Features:- All Team features plus:
- Workflow
- Project Dashboards
- Worktrays
- Distribution Tracking
- Custom Reporting
- Interactions
- API Access
*plan count minimums apply