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

Enable access to the PensionPro Learning Management System. Includes up to 4 users.
Click here for details.

$ -.--

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

Your implementation team will utilize Help Center materials which provide instructions to get started. Topics such as accessing PensionPro, adding employees, importing data, and running reports are explained.

$0.00

Personalized Implementation

Our implementation fee includes assistance from a PensionPro Product Specialist to guide you through the process. Your implementation team will learn how to best customize it for your firm. Our team will provide information through the Help Center and by phone to keep you on track for a successful implementation. The areas covered during this process include guidance on data imports, setting up PlanSponsorLink and how to navigate the system.

$2,000.00

Pro Data Assistance

Along with the materials provided to help you get started, PensionPro can provide assistance with adding data, such as Clients, Plans, and Contacts.

$2,000.00

Personalized Implementation

Our implementation fee includes assistance from a PensionPro Product Specialist to guide you through the process. Your implementation team will learn how to best customize it for your firm. Our team will provide information through the Help Center and by phone to keep you on track for a successful implementation. The areas covered during this process include guidance on data imports, building project templates, setting up PlanSponsorLink and how to navigate the system.

$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.

If an Implementation Fee is charged, the training will start after the payment has been received and processed.

To get started quickly, you can choose to pay using the Credit Card option.

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 7/27/2024:
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

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PRODUCTS AND ADD-ONS

SET UP

COMPANY INFORMATION

BILLING INFORMATION

PAYMENT INFORMATION

Check Payments

CONFIRMATION