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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 Heywood Engage?

Heywood Engage offers a seamless online portal designed specifically for pension scheme participants, granting them safe and straightforward access to crucial retirement details. This platform effectively conveys information on retirement status, projected income, and individual ambitions, turning complex pension data into an easily understandable story. It features a variety of planning tools to aid users in their retirement strategies, employs clear language and engaging storytelling techniques to reduce the volume of support requests, and provides insights into member interactions. With robust security protocols such as electronic identity verification, SMS-based multi-factor authentication, and compliance with accessibility guidelines (WCAG 2.1 Level AA/ADA), it ensures inclusive participation for all users. The user-centric design emphasizes an enjoyable experience, with easy navigation and tailored communication that empowers individuals to make knowledgeable decisions while also lightening the administrative burden for plan providers through a reduction in incoming inquiries and the automation of member-related tasks. In the end, the platform not only enhances user engagement but also instills a stronger sense of assurance among individuals concerning their retirement preparations, making it an invaluable resource for future financial security.

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

Heywood

Date Founded

1975

Company Location

United Kingdom

Company Website

heywood.com/us/products/member-engagement/heywood-engage

Categories and Features

Categories and Features

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