Compare Features

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.

Client, Plan and Contacts

Centralize client, plan and contact information for full access to your data.

Plan Cycle Milestone Dashboard

Track your milestones and deadlines

Standard Reporting

Access your data with 50+ reports

Secure File Exchange

Send and receive sensitive information quickly and securely

Payroll Integrations

Integrated connection to payroll data from all major payroll aggregators

Time Tracking

Track profitability and productivity

ftwilliam.com Integration

Forms, Compliance and Documents Software

Blast Email

Send targeted emails to clients, contacts and prospects

Fee Schedules

Templated and customizable fee schedule tracking

To-Dos

Don’t forget to make a phone call or schedule a meeting again

Document Specifications

Store your document specs for easy access

Communication Lists

Group your contacts for easy blast emailing

Email Notifications

Receive notifications when work assignments are made or become active

Interactions

Log phone calls, meetings and emails for your contacts

Online Data Collection

Collect annual census data securely via PlanSponsorLink

Workflow

Set-up projects and tasks that flow between employees

Project Dashboards

See what tasks need to be done at-a-glance

Worktrays

Assign work to teams within your office

Distributions

Automate distributions and export data for easy 1099 prep

Fetch

Create, store and share custom queries to access your data

Event Management

Track due dates and remaining work to be completed for approaching deadlines

IP Address Control

Control which IP addresses can connect to your instance

Merge Documents

Use Word to build and customize merged documents

API

Connect your data to our system from nearly anything

Single Sign On (SSO)

Integrate accounts seamlessly with your identity authority

Status Automations

Automatically update customer-facing status of processes on PlanSponsorLink

TRACK

Client, Plan and Contacts

Centralize client, plan and contact information for full access to your data.

Plan Cycle Milestone Dashboard

Track your milestones and deadlines

Standard Reporting

Access your data with 50+ reports

Secure File Exchange

Send and receive sensitive information quickly and securely

Payroll Integrations

Integrated connection to payroll data from all major payroll aggregators

Time Tracking

Track profitability and productivity

ftwilliam.com Integration

Forms, Compliance and Documents Software

Blast Email

Send targeted emails to clients, contacts and prospects

Fee Schedules

Templated and customizable fee schedule tracking

To-Dos

Don’t forget to make a phone call or schedule a meeting again

Document Specifications

Store your document specs for easy access

Communication Lists

Group your contacts for easy blast emailing

Email Notifications

Receive notifications when work assignments are made or become active

Interactions

Log phone calls, meetings and emails for your contacts

Online Data Collection

Collect annual census data securely via PlanSponsorLink

Workflow

Set-up projects and tasks that flow between employees

Project Dashboards

See what tasks need to be done at-a-glance

Worktrays

Assign work to teams within your office

Distributions

Automate distributions and export data for easy 1099 prep

Fetch

Create, store and share custom queries to access your data

Event Management

Track due dates and remaining work to be completed for approaching deadlines

IP Address Control

Control which IP addresses can connect to your instance

Merge Documents

Use Word to build and customize merged documents

API

Connect your data to our system from nearly anything

Single Sign On (SSO)

Integrate accounts seamlessly with your identity authority

Status Automations

Automatically update customer-facing status of processes on PlanSponsorLink

TEAM

Client, Plan and Contacts

Centralize client, plan and contact information for full access to your data.

Plan Cycle Milestone Dashboard

Track your milestones and deadlines

Standard Reporting

Access your data with 50+ reports

Secure File Exchange

Send and receive sensitive information quickly and securely

Payroll Integrations

Integrated connection to payroll data from all major payroll aggregators

Time Tracking

Track profitability and productivity

ftwilliam.com Integration

Forms, Compliance and Documents Software

Blast Email

Send targeted emails to clients, contacts and prospects

Fee Schedules

Templated and customizable fee schedule tracking

To-Dos

Don’t forget to make a phone call or schedule a meeting again

Document Specifications

Store your document specs for easy access

Communication Lists

Group your contacts for easy blast emailing

Email Notifications

Receive notifications when work assignments are made or become active

Interactions

Log phone calls, meetings and emails for your contacts

Online Data Collection

Collect annual census data securely via PlanSponsorLink

Workflow

Set-up projects and tasks that flow between employees

Project Dashboards

See what tasks need to be done at-a-glance

Worktrays

Assign work to teams within your office

Distributions

Automate distributions and export data for easy 1099 prep

Fetch

Create, store and share custom queries to access your data

Event Management

Track due dates and remaining work to be completed for approaching deadlines

IP Address Control

Control which IP addresses can connect to your instance

Merge Documents

Use Word to build and customize merged documents

API

Connect your data to our system from nearly anything

Single Sign On (SSO)

Integrate accounts seamlessly with your identity authority

Status Automations

Automatically update customer-facing status of processes on PlanSponsorLink

BUSINESS

Get Started

Find out what PensionPro can do for your firm.

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