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  1. PensionPro
  2. Getting Started

Getting Started

This is an overview guide on getting started in the PensionPro System.

Software Installers & Release Notes

  • PensionPro Release Notes 1.35.5.28
  • PensionPro 2.0 - Accessing PensionPro 2.0
  • Installing and Running PensionPro on Mac
  • API Release Notes
  • Cumulative Release Notes - PensionPro Desktop
  • Installing Applications on a Remote Desktop Server
See all 8 articles

Implementing PensionPro

  • PensionPro 2.0 - DocuSign Integration
  • Application Menu Overview
  • Creating/Maintaining PensionPro Preferences
  • Data Conversion
  • Getting Access to PensionPro's Help Center
  • Importing Client and Plan Data
See all 46 articles

Project Templates

  • Adding and Editing Template Data Type List Values
  • Building Project Templates
  • Creating a Worktray
  • Overview of Project Template Development
  • PensionPro 2.0 - Adding and Editing Template Data Type List Values
  • PensionPro 2.0 - Creating a Worktray
See all 9 articles

SalesPitch Setup

  • PensionPro 2.0 - Importing SalesPitch Data
  • Importing SalesPitch Data

Setting Up PlanSponsorLink

  • PensionPro 2.0 - Creating Blast Email for New PlanSponsorLink Users
  • Creating Blast Email for New PlanSponsorLink Users

Track

  • Getting Started with PensionPro Track
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