Audience
Enterprises looking for a tool to enhance efficiency and profitability through a scalable, cloud-based pension administration platform
About PensionPro
PensionPro is a cloud-based software solution designed to optimize operations for Third Party Administrators (TPAs) by streamlining plan administration, client communications, and business processes. The platform offers three distinct tiers, TRACK, TEAM, and BUSINESS, each tailored to meet varying organizational needs. TRACK serves as the entry-level tier, providing essential features such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and standard reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal for efficient information exchange between administrators and clients. TEAM builds upon TRACK's functionalities by adding online data collection, time tracking, blast email capabilities, fee schedule management, and integration with ftwilliam.com for forms and compliance. This tier is designed to consolidate and organize operations, enhancing internal workflows and profitability.
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Procentia
Our software delivers world class automated pensions administration. Procentia is an independent company specializing in pensions software. Procentia is a global leader in pensions software. We work closely with clients to deliver a flexible, reliable, high value solution to pensions administration. Our global reputation is based on the excellence of the pensions software, on our commitment to customer service, and the experience of our staff who are specialists in the pensions and financial services industry. The client stories show the benefits that our clients and their customers have achieved from implementing Procentia’s software. Our implementation and support teams of specialist developers are drawn from within the pensions and financial services industry. Online knowledgebase resources, issue resolution and tracking facilities at your fingertips 24 hours a day.
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Integrations
API:
Yes, PensionPro offers API access
No integrations listed.
Company Information
PensionPro
Founded: 2010
United States
pensionpro.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
PensionPro Frequently Asked Questions
Q: What kinds of users and organization types does PensionPro work with?
PensionPro works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does PensionPro support in their product?
PensionPro supports these languages: English.
Q: What kind of support options does PensionPro offer?
PensionPro offers support via phone support and online.
Q: Does PensionPro have an API?
Yes, PensionPro has an API.
Q: What type of training does PensionPro provide?
PensionPro provides training in the form of documentation, live online, webinars, and in person.
