Your Business. Your Solution.
Whether you’re only interested in a CRM or you’re ready to optimize your entire business, PensionPro has a tier that meets your needs. Get started quickly using TRACK, by deploying TEAM to expedite annual administration, and implementing BUSINESS to watch your firm grow faster.
| Feature | TRACK | TEAM | BUSINESS |
|---|---|---|---|
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Client, Plan and Contacts Centralize client, plan and contact information for full access to your data. |
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Plan Cycle Milestone Dashboard Track your milestones and deadlines |
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Standard Reporting Access your data with 50+ reports |
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Secure File Exchange Send and receive sensitive information quickly and securely |
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Time Tracking Track profitability and productivity |
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ftwilliam.com Integration Forms, Compliance and Documents Software |
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Blast Email Send targeted emails to clients, contacts and prospects |
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Fee Schedules Templated and customizable fee schedule tracking |
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To-Dos Don’t forget to make a phone call or schedule a meeting again |
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Document Specifications Store your document specs for easy access |
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Communication Lists Group your contacts for easy blast emailing |
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Email Notifications Receive notifications when work assignments are made or become active |
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Interactions Log phone calls, meetings and emails for your contacts |
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Online Data Collection Collect annual census data securely via PlanSponsorLink |
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Payroll Integrations Integrates with the TPA Connect Platform |
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Workflow Set-up projects and tasks that flow between employees |
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Project Dashboards See what tasks need to be done at-a-glance |
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Worktrays Assign work to teams within your office |
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Distributions Automate distributions and export data for easy 1099 prep |
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Fetch Create, store and share custom queries to access your data |
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Event Management Track due dates and remaining work to be completed for approaching deadlines |
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IP Address Control Control which IP addresses can connect to your instance |
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Merge Documents Use Word to build and customize merged documents |
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API Connect your data to our system from nearly anything |
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Single Sign On (SSO) Integrate accounts seamlessly with your identity authority |
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Status Automations Automatically update customer-facing status of processes on PlanSponsorLink |
