PEO Pro™
Bringing PEO Analysis into the Future
We’ve custom-built this state-of-the-art technology to streamline the PEO evaluation process.
SIMPLE TO USE ONLINE TOOL
The Future of PEO Evaluation Is Here
Minimize your paperwork and streamline your workflow with our state-of-the-art PEO evaluation tool. We’ve custom-built this portal to meet the specific needs of the PEO industry and to optimize your workflow, making it easier to identify what items are still needed, see document samples, save and start where you left off, and much more.
Once your information is submitted, we scour the marketplace for the plans that make the most sense for your business. Our team of advisors will then expertly analyze each of the options and provide you with a side-by-side comparison of your top 3-5 PEO choices.
Our process combines unmatched technology with unparalleled industry knowledge for the ultimate PEO consulting experience.
Custom Built
Our PEO Pro™ platform is an industry first. You won’t find it anywhere else.
Simple & Intuitive
PEO Pro™ features intuitive online questionnaires, personalized data gathering, sample documents, status updates, and a communications tool with comment features.
Personalized
Online submission system provides users a personalized and fluid experience, whereas the majority of PEOs use hard copy templates.
Demo Video
PEO Pro™
Click on the video below for a brief introduction to PEO Pro™, our proprietary, purpose-built online platform designed to make the discovery and decision-making process easy and efficient.
What Our Clients Are Saying
Customer Testimonials
“Overall, their PEO specialists made the selection and onboarding process far easier than I had imagined. In hindsight, I can’t believe that I was anxious about this process when in fact, Onward Advisors handled the heavy lifting with great ease.”
Vincent Signorello
Founder & Managing Partner
Scout Capital Partners
“Working with Onward Advisors gave us the ability to evaluate multiple PEOs based on our specific criteria. Their approach was very insightful, and their transparent analysis highlighted costs we were unaware of previously.”
Judi Lee
HR & Operations Director
Beansprouts
