Onboarding projects can help to document and control a very difficult process. New clients and plans create a myriad of projects as they transition from Sales to Operations. And, of course, it is not a routine process. Onboarding projects occur all at once and are not uniform from one client to the next. Onboarding services is your clients first view of your firm's operational excellence. Let's be sure you shine!
Software Required: PensionPro Essentials/Premium
Security Rights Required: Maintenance
Below are some sam are some samples. Be sure to modify the project templates to match your list values, worktrays, data types, and project fields before importing.
Please refer to Importing a Sample Template into PensionPro for help in getting the template into PensionPro.