A plan for every team

View PlanPro subscription options

Regional
$2200
For regional advisor firms, annual
3 users
5 states of choice
Unlimited lead list exports
Unlimited plan report exports
Industry-leading contact database
Advanced search capabilities
Productivity and workflow tools
Rapid client support
Billed annually
+$500/year per additional user
Request Demo
National
$3600
For national advisor firms, annual
3 users
National access
Unlimited lead list exports
Unlimited plan report exports
Industry-leading contact database
Advanced search capabilities
Productivity and workflow tools
Rapid client support
Billed annually
+$500/year per additional user
Request Demo
Enterprise
Custom
For larger institutional players
Multi-user discounts
Access to additional data
Ability to redistribute data
All premium platform features
Rapid client support
Billed annually
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Need help deciding? View our platform features.

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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 and API and FTP


Contact us for more information