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.

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

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).

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

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

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.

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

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

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

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

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.

All advisers in your firm get access to the ERISA Best Practices Continuing Education Course w/ Documents for only $99 (normally $399). Earn 6 hours of IAR CE “Ethics” and 6.5 of CFP credits.