Case Study – Advisor Leverages PlanPro, Grows Pipeline 200%

In just one quarter, an advisor implemented PlanPro to fill their pipeline with high-quality retirement plan leads.

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New PlanPro tool automates 401(k) fee disclosure analysis using AI

To meet the growing focus on retirement plan fees, PlanPro today announces the public beta release of PlanScanner—an artificial intelligence-backed tool that breaks down and analyzes retirement plan fee disclosures—providing advisors with an edge to illustrate fee opportunities in plan design and IRA rollovers.

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