Ready to Grow?
PensionPro supports TPA firms of all sizes. With our software tiers, TRACK, TEAM, and BUSINESS, you can pick the solution that suits your firm’s needs now and as it grows.
TRACK
$79 per month
Our point of entry solution, TRACK, includes Customer Relationship Management and reporting.
Features
- Client, Plan and Contacts
- Investment Providers
- Services Provided
- Plan Cycle Milestone Dashboard
- Standard Reporting
- PlanSponsorLink.com
TEAM
$1.80 per month,
per plan*
Beyond TRACK, our TEAM tier consolidates, organizes and tracks what you do.
Features
- All TRACK features, plus…
- Online Data Collection
- Time Tracking
- Blast Email
- Fee Schedules
- To-Dos
- ftwilliam.com Integrations
- Document Specifications
- Communication Lists
- Email Notifications
BUSINESS
$2.80 per month,
per plan*
BUSINESS offers our complete package of software services and features.
Features
- All TEAM features, plus…
- Workflow
- Project Dashboards
- Worktrays
- Distribution Tracking
- Custom Reporting
- Interactions
- Event Management
- Access Management
- Merge Documents
- API Access
Sales and Marketing
SALESPITCH
$125 per month (up to 2 users)
$25 per month (per extra user)
Our intuitive sales dashboard tracks prospects and proposals in real-time. Track phone calls and emails, create targeted email blasts, and more. Know who’s influencing your business and empower your sales team. SALESPITCH connects seamlessly with PensionPro via the one-step conversion tool to turn a proposal into plan.
Features
- Prospects
- Proposals
- Influencers Dashboard
- Import Tool
- Reporting
- One-Step Conversion
BENEFIT INSIGHTS Newsletters
HTML Newsletter
$325 per issue
HTML version of the BENEFIT INSIGHTS newsletter uploaded to your hosted website four times a year. We automatically add the newsletter to your hosted website for your clients to read.
Features
- Lead-in language for blast emails
- Multiple articles
- Easy website integration
PDF Newsletter
$325 per issue
$250 setup cost
PDF version of the BENEFIT INSIGHTS newsletter either sent to you or uploaded to your hosted site four times a year. Email a copy or a link to your clients of our easy to read, professional layout newsletter.
Features
- All HTML features, plus…
- Vibrant imagery
- Website and email ready
Training
Software Training
$100 per month
For $100/month, activate the PROPASS and enable every member of your company to access and attend as many training sessions as they need.
Featured Categories
- PensionPro Tools & Best Practices
- Project Management
- Reporting Tools
- Merge Documents
- SalesPitch Optimization
- Communication Tools
- Management Training
