Comparison

Solution Comparison

PensionPro supports TPA firms of all sizes! With our solutions, Track, Team and Business, you can pick the tier that suits your firm’s needs and add on the bells and whistles as your firm grows.

Features

Not quite sure you’ll use all of the awesome features below? Start with Trackuse Team as a stepping stone and move up to Business as you grow. Pick the solution that fits your needs!

Features Track Team Business
Client, Plan and Contacts
Centralize client, plan and contact information for full access to your data.
YES YES YES
Plan Cycle Milestone Dashboard
Track your milestones and deadlines
YES YES YES
Standard Reporting
Access your data with 50+ reports
YES YES YES
Time Tracking
Track profitability and productivity
  YES YES
ftwilliam.com Integration
Forms, Compliance and Documents Software 
  YES YES
Blast Email
Send targeted emails to clients, contacts and prospects
  YES YES
Fee Schedules
Templated and customizable fee schedule tracking
  YES YES
To-Dos
Don’t forget to make a phone call or schedule a meeting again
  YES YES
Document Specifications
Store your document specs for easy access
  YES YES
Communication Lists
Group your contacts for easy blast emailing
  YES YES
Email Notifications
Access your PensionPro data on your mobile device
  YES YES
Workflow
Set-up projects and tasks that flow between employees
    YES
Project Dashboards
See what tasks need to be done at-a-glance
    YES
Worktrays
Assign work to teams within your office
    YES
Distributions
Automate distributions and export data for easy 1099 prep
    YES
Fetch
Create, store and share custom queries to access your data

 
  YES
Interactions
Log phone calls, meetings and emails for your contacts

 
  YES
Event Management
Track due dates and remaining work to be completed for approaching deadlines
    YES
Authorized Computer Management
Control which computers are allowed to access PensionPro
    YES
Merge Documents
Use Word to build and customize merged documents
    YES
API
Connect your data to our system from nearly anything
    YES
 

Specifications:

  • Installer size: approximately 25 to 30 MB
  • Installed footprint size: approximately 70 to 80 MB
  • Installation Directory: C:\Program Files (x86)\PensionPro Software\PensionPro WorkFlow
  • Communication to Workflow Service: Https encrypted with 128-bit SSL certificate

Requirements:

  • Microsoft .NET Framework 4.6.1
  • Windows 7, Windows 8.1, Windows 10
  • Modern Broadband Internet Connection

Runs on:

  • The application is compatible with 32-bit and 64-bit versions of Windows
  • Will run in Terminal Services and Citrix environments.