Looking to save a few minutes of your time when using both PensionPro and ftwilliam.com? Since we can’t add more time to your day, PensionPro can at least help you accomplish what you need as efficiently as possible. If you are already utilizing the integration, you may be aware that some fields from the ftwilliam.com Compliance, Document and Forms modules can feed into the Plan Cycles in PensionPro. Even so, do you know about these other time-saving features?
Creating records in ftwilliam.com:
When you onboard a new client, instead of adding the new Client and Plan to both ftwilliam.com and PensionPro, you can start by adding them to PensionPro, then simply use the integration to create the Client and Plan at ftwilliam.com. It’s as easy as using the More icon within the Client record in PensionPro to select “Create New ftwilliam.com Integration”; then just repeat the steps for the Plan record. Not only does this create the Client and Plan, but it also links the records in PensionPro to ftwilliam.com, which is needed for other areas of the integration. In addition to saving time, this ensures the information in both systems is consistent. This is both quick and accurate—we understand how important that is.
If you utilize the PensionPro SalesPitch add-on, you can get set up even faster by using the SalesPitch Conversion Tool to create the Client and Plan in PensionPro once you have won the client. During this process, you can elect to create the Client and Plan in ftwilliam.com as well. With a few clicks of the mouse, you can quickly create the records for that new client in both PensionPro and ftwilliam.com as soon as you are ready to get going.
Navigation assistance:
Another great time saver is the Navigation Assistance feature, which allows you to easily navigate over to ftwilliam.com from many areas of PensionPro. Say you are working on a PensionPro Project and need to edit the Form 5500 that you have started. Instead of opening ftwilliam.com, logging in, and looking up the plan, you can select the More icon in the Project, choose “View 5500 on ftwiliam.com”, and away you go.
PensionPro and ftwilliam.com are co-hosting a webinar at 2:00 p.m. ET on Thursday, August 22. Please visit https://pensionpro.com/category/news-and-events/events/ to register for this webinar and learn more about the features that are included in this integration.
Melissa Baker
Director, Business Operations
