Getting Started

Software Installers & Release Notes

• ★ PensionPro Release Notes 1.28.4.33
• API Release Notes as of 3.28.2018
• Cumulative Release Notes
• Downloading and Installing PensionPro
• Downloading and Installing Fetch
• PensionPro Release Notes Beta 1.28.4.33

Implementing PensionPro

• Module 5: Projects, Distributions, and Event Managment
• Launching Project Templates
• Module 4: System Add-Ons
• Module 3: Basic System Features
• Module 2: Data Conversion
• Overview of Implementation

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Track

• ★ Getting Started with PensionPro Track

Setting Up PlanSponsorLink

• Creating Blast Email for New PlanSponsorLink Users

Project Templates

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

SalesPitch Setup

• Importing SalesPitch Data