Are you a streamlined
Fiduciary?
Our integrated SaaS solution makes servicing retirement plans a snap.
Share data from core business tools
Create scalable workflow efficiencies
Better respond to new sales opportunities
Forge stronger relationships

Get Your Share of Fiduciary Peace of Mind.

All the Key Features.
One Integrated Interface.

Review all your investments more efficiently – comprehensive mutual fund data integrated with recordkeeping software & Crystal Reports
Reporting to help satisfy 408(b)(2) and 404(a)(5) compliance.
A proposal module for preparing reports for new and takeover plans.
Compare plan provider fees, investment quality and costs, with similar plans.

Get Started with PlanAdvisor Today!

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

Recordkeepers & TPAs

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.

Take your business to the next level, and start saving time, money & resources.

Request private demo.

“PlanAdvisor is built to help our clients streamline operations, better address new business opportunities and save money. We’d love to help you.”

– First, Last Name, Founder

Check out our key features integrated into an intuitive single user interface