Purchase - PensionPro - Evolve the way you work

PRODUCTS AND ADD-ONS

Thanks for your interest in PensionPro. Please provide your current plan count to start the wizard. Then choose your product tier and add-ons.

Your Company's Plan Count Estimate

Please Select Your Product Tier

Team Bundle

Team includes everything from Track Bundle, plus Blast Email, To-Dos and File Storage. Collect year-end census data on the web with ease and track additional milestones. Manage your team in the most efficient way possible.
Click here for details.

$ -.--

Business Bundle

Business Bundle is the full package. Automate your firm's operations with Projects, Worktrays, and PlanSponsorLink to add process and efficiency. Robust reporting and analytics allow you to run your business like a well-oiled machine. Click here for details.

$ -.--

Track Bundle

Our point of entry solution, Track, includes Customer Relationship Management, reporting, milestone dashboards and secure file exchange capabilities.
Click here for details.

$ -.--

Please Select Your Add-Ons

SalesPitch

Our intuitive sales tool tracks prospects, proposals and interactions in real-time. Know who's influencing your pipeline the most. Includes up to 2 users.
Click here for details.

$ -.--

ProPass

For $100/month, activate the ProPass and enable every member of your company to access and attend as many live/recorded training sessions as they need.

$ -.--

Estimated Monthly Total $ -.--

SET UP

Get started right away or wait to get by an important deadline. PensionPro lets you pick your start date. Monthly charges will become effective based upon your start date.

I Want to Get Started

Please Select Your Implementation Level

Do-It-Yourself

Get started using PensionPro's implementation training modules that introduce you to features in manageable units. This option does not include one-on-one support from PensionPro.

$0.00

Pro Data Assistance

Along with our training modules, utilize 8 hours with a system data specialist. Hours can be broken into 30-minute segments and need to be used within the first year of service.

$2,000.00

Pro Consulting

In addition to Pro Data Assistance, receive an additional 4 hours with a system consultant. Hours can be broken into 30-minute segments and need to be used within the first year of service.

$3,500.00

Trial

Assistance with data import of Clients, Plans & Contacts. Includes online video training to get you up and running as quickly as possible.

$0.00

Data Import & Training Center Registration

Assistance with data import of Clients, Plans & Contacts. Includes online video training and the ability to send one staff member to our Training Facility located in Harrisburg, PA for a full system training Bootcamp. ($1,200 value)

$4,500.00

BILLING INFORMATION

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PAYMENT INFORMATION

Please enter your payment method for recurring monthly charges and set-up fee. *Set-up fee is due immediately and charged to the payment method entered below.

Credit Card

Check Payments

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Check Payments

The monthly fees will be paid by business check. Invoices are due upon receipt. Your implementation fee will need to be paid before we can start the training process.

To get started quickly, you can choose to pay by Credit Card.

A $15 Processing fee applies on all invoices paid by business check.

CONFIRMATION

Please review your payment summary below and then click Submit to finalize your purchase.

Summary of Your Purchase
Payment method selected for setup and recurring fees:
Setup fee amount to be billed on 6/8/2023:
Estimated monthly recurring fee based on software selected: The first invoice amount may be different than the value displayed since you have not entered the plan count estimation.	$ -.--
First billing date for recurring fee:	Today
Date you will receive access to the software:	Today

By checking this box you agree to the Terms of Service (click here to view)

PRODUCTS AND ADD-ONS

SET UP

COMPANY INFORMATION

BILLING INFORMATION

PAYMENT INFORMATION

Check Payments

CONFIRMATION