Measure and Manage

PensionPro acts as a central repository for all your client and plan data. Detailed contact information and account notes keep your team connected to the needs of your clients.

The status of a plan is not something you should have to hunt for. In the busiest periods of the year, Pros can quickly identify where work is stuck and the reasons why from both a company and employee perspective.

With all the pertinent data stored in PensionPro, template documents can be auto populated with just a few clicks. Client correspondence has never been faster or easier. PensionPro automates the generation of your firm’s client engagement agreements, participant forms, valuation summaries and more.

Sometimes work needs to get reassigned in order to get done. Managers in PensionPro can easily view and assign employee caseloads as needed.

Relevant productivity stats help our Pros make better operational decisions. Individual dashboards enable you to track the information most important to you.

Profitability is vastly improved when you understand how much time and resources are being spent on an individual account. PensionPro allows leaders to use operational details to make strategic decisions to increase client ROI.