Subscriptions
Advisor – Regional
$2100 /yr
5 states
3 Users
Advanced Search
Contact Database – PREMIUM
PDF Reporting
Excel Export
Investment Menu Database & Analysis
Notes/Tasks/Alerts
PlanScanner™
Premium Client Support
Plus much more…
Request Demo
Advisor – National
$3400 /yr
National Access
3 Users
Advanced Search
Contact Database – PREMIUM
PDF Reporting
Excel Export
Investment Menu Database & Analysis
Notes/Tasks/Alerts
PlanScanner™
Premium Client Support
Plus much more…
Request Demo
Enterprise
Call
Geared toward a TPA, recordkeeper, large RIA, broker-dealer, aggregator or asset manager
All the benefits of the PREMIUM plan with multi-user discounts and an ability to redistribute and access more data.
Request Demo
Data License Service
PlanPro has millions of data points on plan sponsors and their holdings, characteristics and contacts. The PlanPro data license provides asset managers, recordkeepers, software providers, 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 strategy, research, marketing materials or proprietary software and services.
401(k), 403(b) and defined benefit investment lineups
Retirement plan contacts data (including emails, phone numbers and titles)
Hundred of additional data fields (details upon request)
Rigorous Quality Process
Supported by multiple formats including and API and FTP
For more information on consulting, a custom project or quote? Please email us at info@planprofessional.com or call us at (404) 913-2554.