PensionPro 2.0 (Web) - Release Details

PensionPro 2.0 – Released on 3/16/2023

New Feature: Single Sign-On (SSO) Authentication

Firms on the Business Bundle tier can now enable Single Sign-On for their users. This eliminates the need to log in to PensionPro using a password, instead allowing a user's credentials to be managed by the firm's identity provider.

The preferences for Single Sign-On are now available within PensionPro Preferences, under the General > Single Sign-On view. Additionally, the following Security Rights are now available:

• Manage Single Sign-On: Allows the user to manage SSO settings.
• Secure Sign-On Exempt: Allows the user to log in using their PensionPro credentials, as opposed to logging in via the firm's identity provider.

For more information, refer to the article Single Sign-On (SSO) Authentication. Please note that configuration details are only available for Azure Active Directory.

If you experience any issues with PensionPro 2.0 following this update, try Clearing the Browser Cache.

For a historical list of updates to PensionPro 2.0, refer to the article PensionPro 2.0 (Web) - Cumulative Release Notes.