Collect Data Faster

Our most popular feature allows your contacts to send and receive their information securely and electronically. The user-friendly portal tracks progress within PensionPro and is customized to your brand so that it works seamlessly with your existing website.

Data security is mission critical, so having a secure file transferring mechanism is not optional. PensionPro allows for your clients to send and receive files securely without requiring you to maintain yet another service in your firm. Familiarize your clients with a portal that can act as a one stop shop for all of their plan information and correspondence.

Consolidating data collection in one place, PlanSponsorLink allows you to combine your questionnaire and employee census to ensure you receive accurate, usable data. PensionPro allows for the collection and receipt of payroll, plan documents and more. Imagine being able to know where your client is in the collection process even as it is being completed.

Post your plan documents electronically to the portal, eliminating the need to send via email. Clients can access and download at their convenience, while providing you with metrics to see which documents have been accessed and when.

Your clients can access real-time distribution statuses, notes and documents without the need for a phone call or email. This saves time, increases your customer service level, and eliminates important updates getting stuck in spam.

Eliminate the need for clients to remember multiple logins by taking advantage of single sign-on. If you are an ftwilliam.com 5500 Software customer, PlanSponsorLink will allow the client to access and sign their 5500 form right from their home page.