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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 MyGreek?

MyGreek is a groundbreaking cloud-based financial solution specifically crafted for fraternity and sorority organizations. It simplifies the billing process for treasurers and chapter leaders by enabling them to charge members for various expenses, including dues, rent, fines, and merchandise, while also aiding in the organization of members and payment groups. The platform allows for straightforward tracking of balances and collections, providing members with the ease of online payment options like payment links, scheduled payment plans, and automated reminders sent via text or email. In addition, MyGreek supports vital financial functions such as chapter banking, issuing officer cards, managing budgets, overseeing transactions, and approving reimbursements based on receipts. Moreover, chapters can efficiently manage storefront sales and work alongside MyGreek’s tax professionals to ensure accurate Form 990 submissions. The platform also features mobile applications compatible with both iPhone and iPad, offering valuable tools for members and chapter administrators alike. MyGreek presents a flexible pricing model, featuring a no-monthly-fee DIY tier, in addition to paid plans that provide enhanced services. Ultimately, the platform is meticulously designed to address the financial management challenges faced by fraternity and sorority treasurers and their organizations. By doing so, MyGreek not only streamlines financial processes but also fosters increased engagement and accountability among chapter members, thereby strengthening the community as a whole.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$0/month/member
DIY is $0/month. Plus is $99/month and Managed is $999/month. Card processing is 4% + $0.30; bank payments are 1%, capped at $25. The pricing page says payers cover processing fees by default. Plus includes additional services such as document e-signing and Form 990-EZ filing; Managed includes finance-management and tax-filing services.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard 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
Online Training

Company Facts

Organization Name

PensionPro

Date Founded

2010

Company Location

United States

Company Website

pensionpro.com

Company Facts

Organization Name

MyGreek

Date Founded

2023

Company Location

United States

Company Website

mygreek.us

Categories and Features

Categories and Features

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