PensionPro Pricing

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

$180 per plan
per month*

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
ftwilliam.com Integrations
Document Specifications
Communication Lists

$230 per plan
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