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Average Ratings 0 Ratings
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
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/