Whether you are only interested in a CRM or you're ready to optimize your entire business, PensionPro has a solution to make your operations more efficent. Discover how we're here to help take your business to the next level. https://lnkd.in/gAzyQ2ge #PensionPro #Elevate
PensionPro
软件开发
Harrisburg，Pennsylvania 1,901 位关注者
PensionPro connects all aspects of TPA sales, administration workflow, and plan sponsor communications.
关于我们
PensionPro was formed in 2010 as a solution for TPAs in the increasingly complex world of pension management and business management technology. Renée Conner, CEO of PensionPro, leads the multi-faceted team from her own thirty-year TPA experience. PensionPro develops TPA specific software to track and manage Clients, Plans, Contacts and Projects. Our software focuses on providing tools for managing projects and analyzing profitability by reviewing employee time and client fees. Our Plan Sponsor website integration further enhances a TPA firms ability to easily and securely gather information and deliver documents to their clients. Our cloud service model also removes the burden of handling the IT infrastructure required to run the applications. Evolve the way you work.
- 网站
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https://pensionpro.com
PensionPro的外部链接
- 所属行业
- 软件开发
- 规模
- 11-50 人
- 总部
- Harrisburg，Pennsylvania
- 类型
- 私人持股
- 创立
- 2010
- 领域
- TPA Workflow Application Software、Plan Sponsor Web Site、Data Conversion、Mobile Website、Business Analysis和Sales Tracking
地点
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主要
获取路线
777 E Park Dr
US，Pennsylvania，Harrisburg，17111
PensionPro员工
动态
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The ultimate gift this holiday season: cybersecurity. In this month’s PROspectives blog, Rachel Eby, Software Support Specialist, helps you discover how Multi-Factor Authentication (MFA) and Single Sign-On (SSO) can help protect you and your clients’ data. https://lnkd.in/g8QZXwU4 #PensionPro #PROspectives #Cybersecurity
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PensionPro provides the tools needed to elevate and empower your team's operations. Download our guide to elevating your operational efficiency to learn more about implementing seamless workflows and centralized data collection. https://lnkd.in/gzuCQT2u #PensionPro #Elevate
Elevate Your Operational Efficiency
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Don't forget to register for our 60-minute webinar Thursday, November 21 at 2 p.m. ET. We'll be providing our suggestions for features and settings to review and revise before the start of year-end data collection. Join us as you revisit your year-end processes. https://lnkd.in/gpyMb2B4 #PensionPro #AnnualAdministration
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Elevate your business with PensionPro's solutions built by TPAs for TPAs. Click to download our solutions guide which includes options to organize and automate your plan administration to take your operations to the next level. https://lnkd.in/gAzyQ2ge #PensionPro #ElevateYourBusiness
Reach New Heights by Downloading Our Solutions Guide
go.americantcs.com
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Elevate your business with PensionPro's customizable workflow designed for TPAs like you. While there are countless client experiences we can share with you, we invite you to explore PensionPro’s solutions for yourself by learning about our customizable approach to plan automation. https://lnkd.in/ge53t7kG #PensionPro #ElevateYourBusiness
PensionPro's Customizable Workflow Designed for TPAs
go.americantcs.com
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Don't forget to register for our partner webinar today, Thursday, November 14, with Finch as we introduce our new partnership. We hope to see you there! Register today: https://lnkd.in/gkfgm6fD
??It's not too late to register for the PensionPro + Finch webinar.?? Join us for an exclusive webinar with PensionPro to learn how Finch is helping transform how TPAs and recordkeepers manage sponsor data collection and plan administration. Through our integration with PensionPro, Finch streamlines the process of collecting, standardizing, and reformatting census and payroll data so you can eliminate manual work, reduce errors, and focus on delivering an exceptional client experience. ?? Today, 2:00 PM EST / 11:00 AM PST ??? Register now: https://lnkd.in/e-PcCx2S
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PensionPro转发了
American Trust Custody’s Paying Agent Services now integrate with PensionPro. Learn more about how this enhancement can make your data management and processes easier. https://lnkd.in/gxc5MW2a #AmericanTCS #AmericanTrustCustody #PensionPro
American Trust Custody Now Integrates with PensionPro
https://www.americantcs.com
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We're thrilled to announce this new integration with American Trust Custody. Learn more below!
American Trust Custody’s Paying Agent Services now integrate with PensionPro. Learn more about how this enhancement can make your data management and processes easier. https://lnkd.in/gxc5MW2a #AmericanTCS #AmericanTrustCustody #PensionPro
American Trust Custody Now Integrates with PensionPro
https://www.americantcs.com
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Don't forget to register for our 60-minute webinar Thursday, November 14 at 2 p.m. ET as we introduce one of our new partners, Finch, a unified API platform for employement systems. We'll demonstrate how the integration between PensionPro and Finch will automate the collection of employer data and aims to simplify the onboarding process for third-party administrators and plan sponsors. Register today: https://lnkd.in/gkfgm6fD #PensionPro #Finch #PartnerWebinar
Secure Your Spot!
register.gotowebinar.com