PensionPro supports TPA firms of all sizes! With our solutions, Track, Team and Business, you can pick the one that suits your firm’s needs and add on the bells and whistles as you grow.
|Client, Plan and Contacts - Store and maintain your client data|
|Plan Cycle Milestone Dashboard - Track your milestones and deadlines|
|Standard Reporting - Access your data with 50+ reports|
|Time Tracking - Track profitability and productivity|
|PensionPro Mobile - Access your PensionPro data on your mobile device|
|ftwilliam.com Integration - Forms, Compliance and Documents Software|
|Blast Email - Send targeted emails to client and prospects|
|Fee Schedules - Customizable fee schedules|
|To-Dos - Don’t forget to make a phone call or schedule a meeting again|
|File Storage - Store important files for for easy access and sharing with clients|
|Document Specifications - Store your document specs for easy access|
|Communication Lists - Group your contacts for easy blast emailing|
|API - Connect your data to our system from nearly anything|
|Workflow - Set-up projects and tasks that flow between employees|
|Project Dashboards - See what needs to be done at-a-glance|
|Worktrays - Assign work to teams within your office|
|Distribution Tracking - Automate distributions and export data for easy 1099 prep|
|Custom Reporting - Control the data in your reports|
|Interactions - Log phone calls, meetings and emails for your contacts|
Our software products are complete business management software solutions combining our powerful desktop “heads-up” interface and a robust, secure, cloud-based data storage component. We developed our software interface around how TPA offices operate so tracking client projects can be greatly simplified and more efficient. Our solutions enable staff and clients to share important documents and information, removing much of the friction from the process that typically gets us bogged down with phone calls and e-mails.
Our customizable user Dashboards and Worktrays allow you and your staff to work on tasks and organize them in the way that best suits your firm. Users can group, sort and filter the tasks that appear on their Dashboards and the Worktrays that they have access to. Our customizable search function to locate Client, Plan and Contact information as well as Projects and Distributions puts all information at your fingertips.
Our workflow software is a culmination of best practices and tools developed within Renée Conner’s own successful TPA firm packaged in a desktop/cloud-based software solution that puts those tools in the hands of every TPA.
Our software was designed as the central hub for a TPA team. Manage operations using predefined templates that can be used to quickly create projects for each of your plans. Whether detailing the steps of administration projects or the installation of a new client into your firm, templates are ready to use to start your staff on the path of greater efficiency and productivity. Templates are ready to go for annual administration, distributions, loans, and other TPA processes. Need a little extra guidance in getting started? We have a solution for that too. Check out our consulting services.
In addition, the application will allow you to monitor the flow of work through your office, track time associated with your services, reassign tasks to keep the work flowing and run reports to analyze your progress and profitability.
You can now easily keep track of your clients and plans using any of our product offerings. You can store and manage all of your contact information including client contacts, financial advisors, auditors, accountants and other referral sources. Those same contacts have access to PlanSponsorLink.com based on the security roles you provide.
We provide over 50 Standard Reports for you to run. You can filter the data that is displayed on the report by choosing from dropdowns based on the data you entered when customizing our List Values. You can also save the filters for each report by user so that the next time you open the report you can reload them. All reports can be exported to Word, Excel, PDF, TIFF, CSV and XML for use by other applications or further analysis.
You can use the customized projects you create to display filing deadline tasks on user Dashboards, in Worktrays, on Standard Reports and in Fetch queries. You and your staff have complete control of tracking and completing tasks in the projects you create. Click on the screenshots below to see how easy it is to track your filing deadlines.
Add on PlanSponsorLink.com and take advantage of custom data and document collection. Because our workflow solutions and PlanSponsorLink.com are truly integrated, all of the data shared via PlanSponsorLink.com is automatically available and stored in our workflow solutions for easy access. Learn more about PlanSponsorLink.com. Year-end data collection has never been easier!