A plan for every team

View PlanPro subscription options

Local
$2200
For single advisor office, annual
1 user
1 state of choice
Lead list exports
Plan report exports
Industry-leading contact database
Advanced search capabilities
Productivity and workflow tools
Dedicated client support
Billed annually
Request Demo
Regional
$3500
For single advisor office, annual
1 user
5 states of choice
Lead list exports
Plan report exports
Industry-leading contact database
Advanced search capabilities
Productivity and workflow tools
Dedicated client support
Billed annually
Request Demo
National
$5000
For single advisor office, annual
1 user
National access
Lead list exports
Plan report exports
Industry-leading contact database
Advanced search capabilities
Productivity and workflow tools
Dedicated client support
Billed annually
Request Demo
Enterprise
Custom
For larger teams and non-advisors
Multi-user discounts
Access to additional data
Ability to redistribute data
All premium platform features
Dedicated client support
Industry-leading contact database
Billed annually
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Need help deciding? View our platform features.

PlanPro Data License


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.

Quality

Our data passes through a rigorous quality assurance process

Scope

Over 100+ data fields including retirement plan contact data (inquire for details)

Compatibility

Supported by multiple formats including API and SFTP


Contact us for more information