PlanFees Open Demo

Are you interested in learning more about PlanFees? Now’s your chance! Watch our free open demo below. Luke Vandermillen demonstrates how easy it is for financial professionals like yourself to help their clients meet their fiduciary responsibilities and maintain reasonable fees.

The PlanFees Prism suite can be used as a compelling prospecting report or it can be used to create stickier client relationships. Our robust fintech platform gives advisors the ability to benchmark investment, recordkeeping, administration, and advisory fees on-the-go in just two minutes. This video also includes a preview of our much-anticipated RFP Express, the new instant quote tool that will revolutionize the quoting process for advisors. Look out for the RFP Express launch later this year.

Presenter:

• Luke Vandermillen, Sr. New Business Development Associate