Check out all these cool “Bells and Whistles”

If we are delivering your advice to your clients, we do it via the Participant Dashboard. We “brand” you by displaying your picture, logo, contact information, color scheme, etc. Everything is “white labeled” to look and feel like your current website.

White Labeled Website

PlanConfidence has five Strategic and four (semi) Tactical models that you can use.

PlanConfidence Models

Confident Chronicles

A monthly “newsletter” written for your clients using the Plan Confidence models. Know exactly why changes are being made and a quick monthly recap of the markets.

A thirty minute “crash course” via Zoom for you and your staff. Learn how to add new plans & participants, how to access marketing materials and answer any of your questions.

Onboarding

We have integrated our technology with Stripe, Inc. to collect a monthly recurring advisory fee for you.

Automated Fee Collection (optional)

Auditing Support

If/when you get audited, PlanConfidence will be there every step of the way in producing the required documentation and helping you respond to their inquiries in a timely fashion.

All users get access to the password protected marketing page. Access emails, PowerPoint presentations, brochures and the monthly Confident Chronicles you can share with your clients.

Marketing Materials

Learn how to use our trade files to quickly trade through third party software creating a “paper trail” for perfect compliance. Or forward all trade files to trading@planconfidence.com to have us complete the trades and add to our blotter.

You trade / We trade

Our software is powerful enough to separate “Current Allocations” Advice (Re-balance) and “Future Contributions” Advice (money going into your client’s plan with each paycheck).

Future Contribution Advice (optional)

PlanConfidence has created a Compliance Kit for your Chief Compliance Officer (CCO) to review. Dealing with advice as an “ERISA Fiduciary” is different than advising IRA or brokerage accounts. Our Compliance Kit walks through everything your CCO needs to know.

Compliance Kit

Over 2 hours of online training accessible 24/7. Always know how to use the software, marketing ideas, proper compliance and much more.

Plan Confidence University (PCU)