All Your Information Organized & At Your Fingertips

With an ASC Client Relationship Management (CRM)

Tap into the Power of an ASC CRM

ASC offers two robust CRM solutions enabling your business to operate at peak efficiency. With either CRM option, you can more strategically manage your team, because your information is organized in an easily accessible central location.

CATTS (Client & Task Management System), a browser-based system, and PensionPal, a premise-based system, are designed to keep all your data organized and easily accessible. Both solutions are integrated with ASC’s DGEM (Document Generation & Management) document system, providing real-time data flow to the CRMs.

Both enable you and your staff to increase productivity, access to workflow status and security, whether everyone works in a central office or are spread out remotely.

CATTS (Client & Task Tracking System)

  • Connects managers and team members to real-time client information, plan features, 5500 filings, alerts and events
  • Create work-flow tasks and reports to electronically deliver staff directives, with deadline status visibility
  • Ad hoc tasks may be assigned for instant communication
  • Individually assigned logins link each user to a personal home page
  • Deliver plan sponsor communications and DGEM documents with Mail Merge
  • Log client and participant correspondence with CATTS Outlook integration
  • Other features include robust reports, time tracking, contact and employee database options, and Plan Sponsor Connect web portal integration
  • Perfect for tracking restatements and ongoing document amendments


  • Customizable workflows, dashboards, sales tracking, task management, and integration with other doc and admin systems
  • Define team member roles, set permissions and passwords
  • Robust reporting feature including an option for automated reports
  • Efficiently track payout processes
  • Log client and participant correspondence with PensionPal‘s Outlook integration
  • Built-in IM messaging system so team members can connect in the system
  • Time tracking and billing feature generates invoices in PensionPal and can be linked to select accounting systems

System Proficiency Chart

Learn more about CATTS

Learn more about PensionPal

For more information regarding our CATTS and PensionPal systems contact us at or We wish you continued success and we remain committed to providing you with highly efficient software and support at all times.