The data and tools you need to effectively engage plan sponsors

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

Target high-quality leads
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

 Reach decision-makers
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

 Attract prospect attention
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

Manage your workflow
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

Analyze fee disclosures
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

Close more deals
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

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)


View PlanPro’s pricing