by Aidan | Nov 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Making changes to the plan document is one of the many key processes that should be tracked in a project. Join us as we help you build an efficient and meaningful project template that will allow you to not only track the change, but also give you metrics on common...
by Aidan | Nov 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Fee Schedules in PensionPro give you access at your fingertips to verify current service offerings, status of service and more at a click. While not all users need access to your billing software, fee schedules give you the information you need at a glance. See how...
by Aidan | Nov 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
As we are in the midst of another Document Restatement period, there has never been a better time to get your Document Specifications into PensionPro. Join our system experts as we walk you through importing and updating existing data, and show you how to put that...
by Aidan | Nov 24, 2020 | News & Events, PROPASS, Upcoming Events
Here at PensionPro, security is our top priority. With tools like Multi-Factor Authentication, Authorized Computer Management and Security Role Management, we’re giving you tools to make sure your firm’s system security is protected as well. Join us as we...
by Aidan | Nov 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Ready to take your Fetch skills to the next level? In advanced training, a PensionPro expert will walk you through creating and customizing queries to identify and easily pull the data string you are looking for. Learn not only how to pull back data, but how to...
