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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A comprehensive cloud-based supply chain planning platform designed specifically for manufacturers, distributors, and retailers, it offers a top-tier application experience without the hefty price tag. Featuring a wide array of prebuilt solutions, it also allows for customization to suit all your planning requirements. The platform boasts a highly precise AI/ML demand forecasting engine coupled with innovative exception-based inventory and demand planning solutions. Alongside revenue planning capabilities, this suite enables an extensive sales and operations planning process. Users can try it out with a no-commitment free trial using their own data! This tool stands out as the most user-friendly option for analyzing and manipulating data. Its analytics-driven interface transforms data viewing and entry into an enjoyable and straightforward experience. Additionally, the AI/ML-powered demand forecasting engine intelligently assesses the best level of data aggregation for accurate predictions and adapts to understand how past events and promotions influence future demand trends. This ensures that businesses can stay ahead of market fluctuations while optimizing their inventory management.

Description

PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Causometrix

Country

United States

Website

www.causometrix.com

Vendor Details

Company Name

PensionPro

Founded

2010

Country

United States

Website

pensionpro.com

Product Features

Demand Planning

Capacity Planning Yes 
Data Visualization Yes 
Historical Reporting Yes 
Inventory Optimization Yes 
Planned vs Actual Tracking Yes 
Product Introduction Planning Yes 
Promotions Management Yes 
Replenishment Management Yes 
Sales Forecasting Yes 
Supply Forecasting Yes 

Supply Chain Management

Demand Planning No 
Electronic Data Interchange No 
Import / Export Management No 
Inventory Management Yes 
Order Fulfillment No 
Order Management No 
Sales & Operations Planning No 
Shipping Management No 
Supplier Management No 
Transportation Management No 
Warehouse Management No 

Product Features

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