Features

The data and tools you need to effectively engage plan sponsors

Target high-quality leads

Identifying high-quality 401(k) leads has never been easier. We’ll help you 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. You’ll be able to focus on the hottest leads and identify plans other advisors are overlooking.




Reach decision-makers

Knowing who the decision-makers are and how to reach out to them is a crucial part of the sales process — but quality 401(k) contact data is elusive. Always have accurate contact data at your fingertips. PlanPro’s technology crawls the internet, verifies emails, and updates regularly to ensure you always have the best retirement plan contact data, with information on emails, phone numbers, and LinkedIn profiles. You won’t find better quality data.




Attract prospect attention

Whether by email or phone, you only have a few moments to catch a prospect’s attention. PlanPro’s client-friendly reports enable you to wow prospects with investment analysis at the click of a button — show clients fee savings, fund weaknesses, and diversification issues. Additionally, user-friendly plan profiles make researching prospects a breeze. Quickly assess potential fee savings, fund quality, diversification, participation rates, plan features, current providers, and much more.




Analyze fee disclosures with PlanScanner™

Enable your team to sell instead of processing paperwork. PlanScanner™ uses drag-and-drop to minimize the effort and time needed to manually analyze a fee disclosure for a prospect — a natural step as you try to convert a prospect into a client. With PlanScanner™, simply ask a prospect for a fee disclosure and load it into PlanScanner™. You’ll be able to instantly offer your prospects data on their current plan and how it can be improved, enabling you to quickly guide conversations into how and where you can help.

Time Savings

Free yourself from tedious data entry. Do what takes your competitors hours in seconds

Robust Analysis

Instantly assess fiduciary compliance, evaluate fee savings, and create prospect-friendly reports

Artificial Intelligence

PlanScanner™ recognizes 408(b)(2) and 404(a)(5) fee disclosures from numerous providers including scanned PDFs

Downloadable

Analyze plan fees using PlanScanner™ or download to Excel to take your work offline

Request a demo with one of our specialists to learn more

… and more features!


User-Friendly

Navigate with ease — our platform is optimized for simplicity and clarity

Productivity tools

Jot notes, create tasks, and set reminders without ever leaving the platform

Mobile App

Seamlessly prospect on the go with PlanPro’s iOS and Android mobile apps

Recommended Leads

PlanPro recommends plans with the most red flags within your target areas

Excel Export

Export CRM-friendly reports with detailed plan information on target lists and contact data

Save Searches

Save and name searches and lead lists to make it easy to pick-up where you left off

Email Alerts

Follow any retirement plan to receive email alerts for new 5500 filings, contacts, and more

Contact Database

Leverage our contact database of titles, emails, phone numbers, and LinkedIn profiles

Premium Support

Need assistance or have a question? Our support team is ready to help

Let’s get to work


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Mobile Prospecting App


Manage your opportunities on the move

download on app store download on google play


Mobile Prospecting App