REACH YOUR POTENTIAL. With PensionPro, you can reach your full potential. So Relax. We ve Got This. PensionPro

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1 With PensionPro, you can reach your full potential. So Relax. We ve Got This. PensionPro

2 The PensionPro Story PensionPro Software was formed in 2010 as a solution for TPAs in the increasingly complex world of pension management. Renée Conner, principal of PensionPro Software, leads the team from her own thirty-year TPA experience. Our ability to harness emerging technologies to increase profitability and operating efficiencies is more than a pension software product, it s a culture, says Renée. Time is a priceless resource. With an aggregate experience of 90 years in the pension industry, the PensionPro Software team knows firsthand what matters to clients: We understand how critical time and task tracking is, how vital clear and regular communication is with the clients, and how effective consistent operating procedures are. Most importantly we want our clients to reach their full business potential. PensionPro is the industry s only complete Business Management Software Suite!

3 workflow No passive receptacles or glorified spreadsheets! Our interactive Project management software streamlines, tracks and manages all aspects of companywide workflows. workflow: uuuser Dashboards Projects and tasks appear based on user permissions, groups and deadlines. uuworktrays Create a project now and assign it later or assign it to a group within your firm. uureporting Over 100 different reports at your fingertips. uutemplates Use our pre-defined templates or customize your own. uutime Tracking Easily create a time entry directly from your task and monitor profitability. uudistribution and Loan Tracking Automate distributions and loans, track payments and export data for your 1099 preparation. uuannual Data Collection No more ! Easily collect and store year-end data with workflow and plansponsorlink. Document Management: uudocument Collection Collect and store documents securely via workflow and plansponsorlink. uudocument Storage Store all of those important documents for individual clients. Contact Management: uucontact Management Manage all of your contacts and communication in one database. uublast Customize your recipient list, your message and add an attachment. Everything is saved in workflow. uubatch Add/Update Projects Create and extend projects and tasks simply with our batch functionality. uudocument Specifications Integration allows you to easily query current and historical specifications. With PensionPro, you can reach your full potential. So Relax. We ve Got This.

4 plansponsorlink Our enhanced, integrated portal solution enables customers to not only securely deliver and retrieve files, but also automates year-end census and data collection in the cloud. uucustomizable Data Collection Our secure interactive website allows you to customize data collection effortlessly. uuautomated Document Collection Deliver and receive all legal documents, files, fiduciary documents and more in a secure environment. uudistribution Requests and Status Tracking Automatically update clients and track the status of distributions. uusecurity Roles by User Customize client and third party access for added security. uuindustry Bulletins Easily post industry bulletins for your clients in seconds. salespitch Boost your sales and shorten the sales cycle from contact to contract. Track all of your prospects and proposals and display them on an easy-to-read dashboard. uumanage Your Pipeline See all those prospects, opportunities and proposals in as much detail as you require using your scorecard. uubuilt in Reporting No need to build your own reports, salespitch has many reports on demand. You can also query data using fetch. uuexpanded Contact Data Fields Track relationship data to help nurture and build a stronger connection with your Prospects and Referral sources. uucommunication Integration Send focused e-blasts, access shared newsletter content and send and receive files securely through plansponsorlink. uuto-do Tracking Whether it s a proposal, a scheduled meeting, or a follow-up call, don t miss a single item that is required to close a sale! uudocument Storage Keep track of documents you collect during the sales process. Attach them to Prospects, Opportunities and Proposals.

5 fetch Fetch will open your data stored in workflow and plansponsorlink.com and enable you to create both simple and complex queries. uufree to users of workflow uuintuitive user interface uusimple and Complex queries uusave, Reload and Share queries uuexport results uufilter and sort data workflow mobile Office access is now available from your mobile device. With workflow mobile, you can access your contact information and real-time project intelligence when you re on-the-go! uuaccess your company s custom Worktrays uuview and Download Plan Documents, Admin Forms and Annual Valuations uuaccess Plan Investment Provider details uuaccess Fiduciary Documents uuget information on various project components and the status for overall projects. Search employee roles, distribution status, fee schedules and project notes. uuadd notes to workflow while out of the office With PensionPro, you can reach your full potential. So Relax. We ve Got This.

6 PensionPro Website Services If you don t have an informative, attractive website, you could be missing out on great opportunities! In some cases, your website may be your first impression for your clients. Are you confident it will be a good one? Our resident experts can help you with web development and can assist you with your site to incorporate plansponsorlink as well as offer options and support that may be beneficial to you both visibly and financially. uufull websites uulayouts uutheming uuseo Support uuusability Consulting uuproduct Integrations PensionPro Consulting Services Many of our clients struggle with translating their manual processes into effective, efficient projects. We feel that offering qualified support to you and your staff is the best solution to help achieve not only a faster conversion from your existing systems, but an easier transition as well. We know that you and your staff are experts in your field, but for the most part are not typically experts in process conversion, system configurations and data extraction. Since our clients usually outsource for this type of support, we feel giving you the ability to work with our team of experts better meets your needs and will get your staff converted to workflow more quickly. Our consulting staff has a wide variety of skills to help you get the most out of your firm. Here is just a short list of the services we can assist your firm with: Process Conversion: We can assist you with a review of your firm s current services and the process to complete them in relation to staff and other costs versus revenue. Data Extraction: Our Technical Staff has years of experience in working with data in many forms and can get it out fast and accurately. This speeds the process so you can be up and running on workflow quickly.

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8 PensionPro With PensionPro, you can reach your full potential. So Relax. We ve Got This pensionpro.com