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 client's first view of your firm's operational excellence. Let's be sure you shine!
Software Required: Essential, Premium, Business
Security Rights Required: Maintenance
Sample project templates can be found in the sidebar to the right (or at the bottom of the page on mobile devices). Be sure to modify the project templates to match your list values, worktrays, data types, and project fields before importing.
Users can import project templates by clicking the Import button on the Maintenance > Templates screen in PensionPro.