Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

LedgeSpace serves as a customizable automated PDF reporting solution tailored for digital marketing agencies. By utilizing OAuth, agencies can seamlessly link their Google Analytics 4, Google Ads, and Meta Ads accounts, enabling LedgeSpace to retrieve performance metrics and create a branded PDF report featuring the agency’s logo, color scheme, and domain, which can then be dispatched to clients with a single click or according to a predetermined schedule. This platform eliminates the need for dashboards, client logins, and additional fees for each client, delivering a polished PDF directly to clients’ inboxes that reflects the agency’s branding and is sent from their own domain. Every plan, starting at just $49 a month, includes white-labeling—unlike competitors, which often reserve this feature for their high-tier plans costing $239 a month or more. All integrations are accessible on every plan, with the sole factor that triggers an upgrade being the number of clients serviced. Designed specifically for founder-led agencies managing between 3 to 20 active retainer clients, LedgeSpace allows these agencies to reclaim the 4 to 6 hours they previously spent each month on tedious manual reporting tasks in Google Slides or Docs, thereby increasing their efficiency and productivity significantly. This innovative platform assures that agencies can focus more on strategy and growth rather than grappling with time-consuming reporting processes.

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

No images available

Screenshots View All

Integrations

Google Ads
Google Analytics
Meta Ads

Integrations

Google Ads
Google Analytics
Meta Ads

Pricing Details

$49/month
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

LedgeSpace

Founded

2026

Country

India

Website

www.ledgespace.com

Vendor Details

Company Name

PensionPro

Founded

2010

Country

United States

Website

pensionpro.com

Product Features

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Product Features

Alternatives

Alternatives

PensionGold Reviews

PensionGold

Levi, Ray & Shoup
Sharebrand Reviews

Sharebrand

Tarkle, Inc.
Milliman MARC Reviews

Milliman MARC

Milliman
Avenu CPAS Reviews

Avenu CPAS

Avenu Insights
PX3000 Reviews

PX3000

Penad Pension Services