Here are all of the items that we have on our roadmap for the next 12 to 24 months. This article will be updated periodically as we add new items to the list and remove items that we have released. Our goal is to keep you informed of the features that we think are important and one of the biggest contributors to that importance is the feedback that we receive from our customers. Thank you for the information you have shared with us in the past and I hope that continues in the future.

  • Q4-2018
    • File Merging
    • PlanSponsorLink Improvements
    • Secure File Exchange Enhancements
    • Year-end reporting\updates
    • Fetch on the web (browser version)
    • PlanSponsorLink File Categorization
  • 2019/2020
    • Additional API methods (Distributions, Fee Schedules)
    • FTW Document Specs Integration
    • Event Management Improvements
    • Email notifications
    • Security role management
    • Distribution bulk launching
    • SalesPitch improvements
      • Conversion wizard launching projects
      • Mapping additional data to plans
      • Misc improvements
    • Electronic signature integration
    • Billing\Time Review
    • Additional reporting\updates
    • PensionPro on the web (browser version)


New feature breakdown by tier:

Feature Name Track Team Business Premium
File merging     X  
Event Management Improvements     X  
Distribution Bulk Launch     X  
Email Notifications   X X  
Security Role Management   X X  
Electronic Signatures   X X  
Billing\Time Review     X Document Spec Integration   X X X


Don't know what tier you are on? In the PensionPro menu go to Help-->About. The resulting pop up will show your tier. 

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