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PlanFees for iOS

Developer's Description

Maintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor. But what does reasonable really mean? Retirement plan advisors have spent countless hours trying to solve this riddle. Most fee benchmarking reports are either too inaccurate (unreliable data sources, missing factors such as TPA fees, and countless other issues) or they are too in-depth and time consuming for the task of providing an annual fee benchmarking to clients. PlanFees solves that challenge by meeting the needs of retirement plan advisory firms of all sizes - from the small shop who needs sales tools, to the mega-sized firms who need scalable processes. PlanFees delivers accurate and compelling data with an intuitive platform. With just a few clicks, advisors can create beautifully crafted reports that shed light on the various components that make up a retirement plans total cost.

Full Specifications

What's new in version

General

Release June 18, 2020
Date Added June 18, 2020

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 13.0 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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