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What is PensionPro?

PensionPro is an all-encompassing cloud-based software solution designed to improve the efficiency of Third Party Administrators (TPAs) by streamlining plan management, enhancing client communications, and optimizing overall business operations. It comes in three distinct tiers: TRACK, TEAM, and BUSINESS, each tailored to meet various organizational needs. The TRACK tier serves as the entry-level option, providing essential tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal that enables smooth information exchange between administrators and clients. The TEAM tier expands upon the functionalities of TRACK by adding features like online data collection, time tracking, mass emailing capabilities, oversight of fee schedules, and integration with ftwilliam.com for essential forms and compliance requirements. This tier is specifically designed to enhance organizational structure and simplify internal workflows, leading to increased profitability. In addition, the BUSINESS tier delivers advanced tools and analytics that empower larger organizations to optimize their operational productivity further. With each successive tier, PensionPro provides increasingly sophisticated solutions tailored to support the diverse needs of TPAs.

What is Forex CRM?

DivulgeTech Forex CRM is a specialized customer relationship management platform developed for forex brokerages. It provides an integrated environment where client relationships, partner networks, and back-office processes can be managed together. Unlike generic CRM systems, it addresses the specific requirements of trading firms, such as managing introducing brokers (IBs), handling multi-tier commission structures, processing deposits and withdrawals, and ensuring regulatory compliance. The platform is built to work seamlessly with MetaTrader 4 and MetaTrader 5, allowing real-time synchronization of trading accounts, balances, and activity. This integration reduces manual data entry and ensures brokers have accurate information when overseeing daily operations. Client and partner management features allow brokers to organize client accounts, track activity, and monitor affiliate performance. Multi-tier IB commission structures can be configured to support partner networks of varying complexity. Clients use a secure portal to manage their accounts, initiate deposits or withdrawals, and communicate with the broker, while partners have access to their own interface for tracking leads, commissions, and referrals. In terms of back-office operations, the system supports deposit and withdrawal workflows, automated commission calculations, and detailed reporting. Compliance requirements are addressed with built-in KYC and AML tools, secure document management, role-based user permissions, and two-factor authentication for improved security. The modular design makes the CRM adaptable to different business models. Brokers can extend functionality with integrations for PAMM (Percentage Allocation Management Module), social trading, or copy trading. REST APIs and webhooks allow integration with external applications, payment providers, or reporting tools, enabling firms to customize the system to their needs. For More Details check divulge.tech/forex-crm/

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PensionPro

Date Founded

2010

Company Location

United States

Company Website

pensionpro.com

Company Facts

Organization Name

DivulgeTech

Date Founded

2024

Company Location

Cyprus

Company Website

divulge.tech/forex-crm/

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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