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ease
features
design
support

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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.

Description

Visma Idella delivers cutting-edge software and services tailored for the financial industry in the Netherlands, with a particular emphasis on pension management, disbursements, and social benefits. With a client base of over 4.3 million Dutch pension members and handling monthly disbursements totaling €2 billion, the company offers cloud-based, modular, and scalable solutions that guarantee adherence to both national and international regulations and security standards. As a member of the global Visma Group, Visma Idella meets rigorous requirements for cybersecurity, privacy, and compliance. In an era where technology plays a pivotal role in transforming the financial landscape, the company excels at addressing intricate challenges and delivering tangible value. Our dedication is centered on crafting and implementing software that is ideally aligned with the needs of financial institutions, fostering efficiency and innovation in the sector. By continuously evolving and adapting our solutions, we aim to enhance the overall experience for our clients and their participants.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

PensionPro

Founded

2010

Country

United States

Website

pensionpro.com

Vendor Details

Company Name

Visma Idella

Founded

1987

Country

Netherlands

Website

www.visma-idella.nl/

Product Features

Product Features

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