Tag Archives: Pension Portal

Annual Data Request Wizard Webinar

Thank you to everyone who attended last week’s Annual Data Request Wizard Webinar, part of the Pension Portal Training Series. Here are some of the key benefits as well as a snapshot of what was covered: Benefits of the ADR Wizard Marketing – Attractive Graphical User Interface (GUI) will impress your clients Feedback – Monitor questionnaire […]

Continue reading

How Cloud Computing Can Benefit You

Cloud computing seems to be all the hype lately, but do you really know what it means? From Microsoft to IBM, companies are actively using this buzz phrase to describe their products and services. You’ve probably heard of the phrase “take it to the cloud”, with cloud being a metaphor for the internet. However, when […]

Continue reading

The Pension Portal | Client & Task Management System

What is the Pension Portal? The Pension Portal is a comprehensive suite of tools to help take you and your pension business into the new age. With cloud computing technology, the portal gives you easy, yet powerful management of your retirement planning business. The system makes use of industry leading technology to organize, automate, and […]

Continue reading

Pension Portal Update

This update includes File Management Email Notification and Step-By-Step Report In this patch, some important changes were made to plans and reports: File Mgmt has a new option added to the bottom right side. This option allows files to be selected and an email notification can be sent to a selected contact (client) to inform […]

Continue reading

Pension Portal Update

Check out these major enhancements to the Portal: Mass Mailer (formerly Global Mailer) has been broken up into three separate steps. First, is the creation of the email body which can be selected from previous templates in email center. Email body has been increased to hold up to 10000 characters instead of the previous 2000 […]

Continue reading

Pension Portal Survey

We are looking for feedback from current Pension Portal users. If you are a Pension Portal user and would like to share how the Portal has helped your company, then please fill out the following survey. Click here to take survey Thank you for taking the time to provide feedback and help us build an […]

Continue reading