Getting Started

Software Installers & Release Notes

• ★ Downloading and Installing PensionPro
• ★ PensionPro Release Notes 1.31.1.77
• PensionPro Roadmap
• API Release Notes
• Cumulative Release Notes
• Installing Applications on a Remote Desktop Server

See all 7 articles

Implementing PensionPro

• Adding Employees and Security Rights
• Application Menu Overview
• Creating/Maintaining PensionPro Preferences
• Getting Access to PensionPro's Help Center
• Importing Client and Plan Data
• Importing Contact Data

See all 27 articles

Project Templates

• Adding and Editing Template Data Type List Values
• Building Project Templates
• Creating a Worktray
• Overview of Project Template Development
• Working with General Web Collection Templates

SalesPitch Setup

• Importing SalesPitch Data

Setting Up PlanSponsorLink

• Creating Blast Email for New PlanSponsorLink Users

Track

• ★ Getting Started with PensionPro Track