PensionPro
- ★ Automatic Notification of MSI and Release Notes Updates
- SendGrid
- Viewing and Maintaining Data Collection in PensionPro
- Adding and Maintaining Plan Files
- Reassigning a Plan to a New Client
- Installing Applications on a Remote Desktop Server
- Event Management Bootcamp
- Adding Events and Suggested Events
- Using the Event Drilldown Feature
- Event Management Business Intelligence
- Creating Event Configurations
- Adding Employee Details
- PensionPro's New Tiers - Track, Team & Business
- Using Event Management
- Using Distributions
- Distribution Sample Templates
- Maintaining Distribution Preferences
- Using Firms and Locations
- Adding, Editing, or Deleting a Contact
- Navigating PensionPro Reports
- Edit Task Summary Information
- Using the Management Dashboard
- Updating Account Maintenance
- Reactivating a Plan
- Using the Milestones Dashboard
- Adding Employees and Security Rights
- Using the Services Provided Import
- Understanding the Data Collection Process on PlanSponsorLink
- Using Power Tools
- Entering and Importing Plan Cycle Data