Data License

Data License Service

The PlanPro Data License provides software providers, consultants and other financial firms with access to the raw data behind PlanPro’s software, research and analysis. Use the Data License to integrate PlanPro data in sales and marketing materials or proprietary products and services (such as software applications) for broad distribution to their users.


401k and 403b investment lineups

Retirement plan contacts data (includes emails, phone numbers and titles)

Many more data fields (details upon request)

Rigorous Quality Process

Supports multiple formats including and API and FTP

Data License Service

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