Before a user can get started using PensionPro, a copy of the software will need to be installed on the user's computer.   

Additionally, the minimum version 4.6.1 of Microsoft .NET should be installed. The Microsoft .NET Framework is an in-place update and installs the .NET Framework runtime and associated files that are required to run and develop applications to target the .NET Framework. You do not need to uninstall the prior .NET Framework prior to installing this update. Click here for the link to download the latest .NET version from Microsoft's Download Center. 

 

Desktop and Laptop PC users

PC users will want to install our ClickOnce version.  This version will automatically update each time a user opens PensionPro, guaranteeing that the user will be running the most current version of our software at all times.

PensionPro ClickOnce Installer - Version 1.30.1.12

To install Workflow, follow these steps:

  • Browse to https://workflow.tpaworkflow.com and click on the Install button
  • Follow the prompts to install PensionPro
  • PensionPro will launch after the installer finishes
  • At the initial login screen, users will need their username and password.

 

PensionPro ClickOnce Installer – BETA Version 1.30.1.12

PensionPro publishes enhancements, fixes, and tweaks to a BETA version for testing and user approval prior to a release.  Users are encouraged to download the BETA version of the software and gain access to enhancements and fixes prior to a full release. 

If users are experiencing an error, it’s recommended to check the BETA release notes to see if the issue that is occurring has been addressed in BETA. 

Please follow the instructions below to install the BETA version of PensionPro.

To install PensionPro, follow these steps:

  • Browse to https://workflow.tpaworkflow.com/beta  and click on the Install button
  • Follow the prompts to install PensionPro BETA
  • PensionPro BETA will launch after the installer finishes
  • At the initial login, you will need your username and password.

  

Mac, Terminal Services, and Citrix Environments

The Click-Once version of our software will also run on a Mac computer provided that a copy of Parallels have been installed before attempting to install the ClickOnce version of PensionPro. 

PensionPro MSI Installer - Version 1.30.1.12

Installation on Terminal Servers/Citrix environments will require users to: 

  • Download the MSI file attached to this article.
  • Uninstall previous versions of PensionPro prior to installation.
  • Execute the MSI and follow the prompts to install.
  • Install the MSI using best practices for the user's environment.
  • At the initial login, you will need your username and password.

PensionPro recommends that clients using the MSI installer in a shared server environment also select at least one user in the firm to run the BETA version of PensionPro to prepare for the MSI release. This approach will also help mitigate issues users may experience when installing the MSI for other users.

This installer is for Windows 7, Windows 8.1, and Windows 10. Also Servers 2008 r2, 2012, 2012 r2, and 2016. It will not function on other operating systems.

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