PlanFees is a revolutionary technology platform that allows financial professionals to create the most accurate, yet easy-to-use, retirement plan fee benchmarking reports. Our platform offers a seamless and efficient fee benchmarking experience for advisors, institutions and their clients. Through cutting-edge technology, such as proprietary optical character recognition (OCR) of fee disclosure documents, advisors can help their clients with their fiduciary responsibilities while creating successful outcomes for their participants.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 120 Vanits Suite 400, Aliso Viejo,california 92656,united States
- Phone
- (949) 305-3718
- in****@****ees.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- planfees.com
- Keywords
- 401k, feebenchmarking, fintech, retirementplan, fees, benchmarking, technology, integration.
- HQ
- Aliso Viejo, California
Planfees Questions
Planfees's helpline number is (949) 305-3718
Planfees's website is planfees.com
Planfees's LinkedIn profile is https://www.linkedin.com/company/planfees
Planfees has
1 employees.
View email and phone details for 1
employees at Planfees.
Planfees's industry is
Financial Services
Planfees's top competitors are
Civicsource,
Rpag,
Stickybid,
Flexpath Strategies,
Method Creek Software,
Plan Notice,
Erisapedia,
Fiduciaryworks,
Command Results, Llc.,
Venrollment.
Planfees's support email address is info@planfees.com
Planfees's categories are Financial Services
Planfees's founding year is 2019
