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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

You can submit your requests anytime and securely access all your important documents through the cloud at your convenience. This flexibility allows you to grow your business at every stage, whether it's during the company formation phase, filing annual returns, managing share allocations, or addressing any other needs, as our dedicated support team is always ready to assist you promptly. As a premier comprehensive corporate service provider, we focus on assisting expanding businesses looking to establish themselves in Asia, the Middle East, and Africa. We provide all the information necessary for forming a company, and it's also wise to explore our additional resources. Our compilation is designed to help you save time and effort while steering clear of common pitfalls. In addition to company formation, IMC’s services encompass international tax planning, wealth protection, and strategies for entering global markets, as we are equipped to meet the diverse and specific needs of our clients. With our extensive expertise, we ensure that each client receives tailored solutions that align perfectly with their business objectives.

Description

PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Xero
Zoho CRM

Integrations

Xero
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Intuit Management Consultancy

Founded

2007

Country

Dubai

Website

intuitconsultancy.com

Vendor Details

Company Name

PensionPro

Founded

2010

Country

United States

Website

pensionpro.com

Product Features

Business Filing

Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration

Product Features

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Alternatives

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