01
Target high-quality leads
Identify and rank retirement plan leads of all sizes on proven indicators including fee savings, investment lineup weaknesses, up-and-coming companies, and decision-maker turnover
Advanced Search
Target your outreach using dozens of filters, including red flags, plan details, geography, and more
Download Lists
Make a copy of your lead lists as Excel files to take your work offline or upload into your CRM
Recommended Leads
Get PlanPro recommendations of plans with the most red flags within your target areas
Save Searches
Pick-up right where you left off by saving searches and lead lists you create
02
Reach decision-makers
Bypass the receptionist and connect directly with plan decision-makers using verified emails, phone numbers, and LinkedIn profiles — you won’t find better quality contact data
Regular Refresh
Leverage correct and current contact information on over 1,500,000+ plan decision-makers
Digital Coverage
Focus on selling and not on searching with PlanPro’s 71% digital coverage of contact data
Request a demo with one of our sales specialists
03
Attract prospect attention
Prepare for client meetings in a breeze with in-depth plan profiles, and show clients fee savings, fund weaknesses, and diversification issues with PlanPro’s customizable reports
Plan Insights
Review potential fee savings, fund quality, diversification, plan features, providers, and more
Customizable Reports
Create and share plan reports tailored to your preferences — even add your firm’s branding
04
Manage your workflow
Qualify leads in your sales pipeline with intuitive CRM features, built-in productivity tools, automated alerts, and integrated team workflows
Productivity Tools
Jot notes associated with plans, manage contacts, create tasks, set reminders, and other useful tools
Pipeline Review
Export your current pipeline with lead statuses for easy pipeline reviews and team meetings
Email Alerts
Follow any retirement plan to receive email alerts for new 5500 filings, contacts, and more
Built for Teams
Share notes, assign leads and collaborate with teammates without ever leaving PlanPro
Follow us on LinkedIn for industry insights and best practices
05
Analyze fee disclosures
Enable your team to stop processing paperwork and focus on selling with PlanScanner™ — upload a prospect’s fee disclosure and get instant plan insights
Artificial Intelligence
Analyze 408(b)(2) and 404(a)(5) fee disclosures from numerous providers, including scanned PDFs
Robust Analysis
Assess fiduciary compliance, evaluate fee savings, and create prospect-friendly reports in seconds
Processed Instantly
Free yourself from tedious data entry. Do what takes your competitors hours in seconds
Premium Support
Need assistance or have a question? Our support team is ready to help
06
Close more deals
With more features added regularly, supercharge your workflow with PlanPro — we are committed to helping your team connect with prospects and have meaningful conversations
Mobile App
Seamlessly prospect on the go with PlanPro’s iOS and Android mobile apps
Salesforce Integration Coming soon
Connect PlanPro with Salesforce (coming soon)
Let’s get to work
Sign-up for a FREE Lite subscription today — no strings attached or payment required.
Create your free account
Or request a Premium subscription demo
Platform Summary
Advanced Search
Target your outreach using dozens of filters, including red flags, plan details, and more
Download Lists
Make a copy of your lead lists as Excel files to take your work offline or upload into your CRM
Recommended leads
Get PlanPro recommendations of plans with the most red flags within your target areas
Save Searches
Pick-up right where you left off by saving searches and lead lists you create
Regular refresh
Leverage correct and current contact information on over 1,500,000+ plan decision-makers
Digital coverage
Focus on selling and not on searching with PlanPro’s 71% digital coverage of contact data
Plan Insights
Review potential fee savings, fund quality, diversification, plan features, providers, and more
Customizable Reports
Create and share plan reports tailored to your preferences — even add your firm’s branding
Productivity Tools
Jot notes associated with plans, manage contacts, create tasks, set reminders, and other useful tools
Pipeline Review
Export your current pipeline with lead statuses for easy pipeline reviews and team meetings
Email Alerts
Follow any retirement plan to receive email alerts for new 5500 filings, contacts, and more
Built for Teams
Share notes, assign leads and collaborate with teammates without ever leaving PlanPro
Artificial Intelligence
Analyze 408(b)(2) and 404(a)(5) fee disclosures from numerous providers, including scanned PDFs
Robust Analysis
Assess fiduciary compliance, evaluate fee savings, and create prospect-friendly reports in seconds
Processed Instantly
Free yourself from tedious data entry. Do what takes your competitors hours in seconds
Premium Support
Need assistance or have a question? Our support team is ready to help
Mobile App
Seamlessly prospect on the go with PlanPro’s iOS and Android mobile apps
Salesforce Integration Soon
Connect PlanPro with Salesforce (coming soon)