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
Email 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
Email 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
For more information on consulting, a custom project or quote? Please email us at info@planprofessional.com or call us at (404) 913-2554.