PGPro
Fiduciary and case management software for Public Guardians.
PGPro is a program built for Public Guardians to handle investigations, case management, payments, and receipts. With the help of PGPro, you can take in money via ACH, send electronic payment requests, print checks, and handle bank reconciliation. With our cutting-edge management system, you can also automatically distribute interest, attach images, and produce court accounting documents at the click of a button. On top of that, our exceptional support team is ready to assist you at a moment’s notice whenever you have questions. Make the switch to PGPro today for a solution that’s simple and effective.
Panoramic’s PGPro application is designed specifically for Public Guardian agencies. We understand Guardianship and fiduciary accounting. PGPro has built in workflows to enhance office productivity. The system produces agency wide reports, as well as court documentation.
- Electronic payment requests
- ACH deposit processing
- Interest calculation and posting
- Case Notes
- Address history
- Appointment History
- Pre filled form letters
