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All the Key Features.
One Integrated Interface.
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Focused on you.
We empower financial services professionals to save time and money with fully streamlined and integrated workflows. By helping you fulfill your fiduciary duties and better manage your involvement in the benefit administration function, you can forge stronger relationships and grow your business.
Financial Advisors & RIAs
- One click access to integrated Morningstar, recordkeeper, custodian and trading data
- Easily create and customize reports and proposals for new, current and takeover plans
Recordkeepers & TPAs
- Easily create reports to satisfy 408(b)(2) compliance that include expenses, fees and more
- Efficiently create fee benchmarking reports that include fees, investment quality and more
Our pledge. Your peace of mind.
Customer service sets us apart from most SaaS firms. Why? Because our helpdesk is monitored by our experienced team of industry professionals that understand our customers’ unique needs.
Resources
4 Ways Retirement Plans Saas Ensure Fiduciary Peace of Mind
Retirement Plan SaaS (Software as a Service) solutions play a critical role in helping businesses manage their retirement plans efficiently.
Elevate Your Business: The Power of Choosing the Right SaaS Solution
In today’s rapidly evolving business landscape, staying ahead of the competition requires leveraging cutting-edge technology. One such technology that has revolutionized the way businesses operate is Software as a Service (SaaS). By choosing the right SaaS solution,
PlanAdvisor New & Expanded Features
PlanAdvisor empowers retirement plan advisors to save time and money with fully streamlined and integrated workflows. By helping you fulfill your fiduciary duties and those
Take your business to the next level, and start saving time, money & resources.
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“PlanAdvisor is built to help our clients streamline operations, better address new business opportunities and save money. We’d love to help you.”
– Founder