What is Plan Confidence?

 
 
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Platform

We are a financial technology (fintech) Software as a Service (SaaS) platform that powers your advice for all of your clients contributing to their defined contribution (DC) plans.

Through our platform, you have the ability to provide customized advice to all of your clients in just a few minutes. No more hours of research and preparing files to be emailed.

Our platform has perfected the delivery of your advice!

We have a built in monthly subscription billing system. We’re able to collect your monthly fee from your clients using a credit card, debit card or ACH transaction.

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Marketplace

We’ve created a marketplace of third party money managers with models for you to use.

You have the choice to use their models along with your own, or just use theirs if your firm does not manage money.

Through our marketplace, you have access to a wide variety of professional third party money managers that will power our platform so you can deliver your clients advice on their DC plans.

Click the button below to learn more about all the money mangers you have access to.

 

Marketplace

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PLAN CONFIDENCE CORPORATION - STRATEGIC ALLOCATIONS

Plan Confidence Corporation is an SEC Registered Internet Only RIA. We prepare models that re-balance on a quarterly basis using Modern Portfolio Theory (MPT). On a monthly basis we recommend changes to the “Future Contributions” on asset classes that are losing momentum. This allows for greater Dollar Cost Averaging (DCA) potential.

We offer five model allocation choices:

  1. 100% Fixed Income

  2. Conservative

  3. Moderate

  4. Aggressive

  5. 100% Equity


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PLAN CONFIDENCE CORPORATION - SEMI-TACTICAL ALLOCATIONS

Plan Confidence Corporation is an SEC Registered Internet Only RIA. Our semi-tactical models start with the same allocations of our strategic models. On a daily basis, the S&P 500 chart is reviewed and 3 indicators are monitored (RSI, MACD and 50/200 day moving average). If 2 out of 3 of these indicators go into a “sell signal” for 3 consecutive trading days, then the model’s equity allocation will be recommended to be moved to “cash”.

On a monthly basis we recommend changes to the “Future Contributions” on asset classes that are losing momentum. This allows for greater Dollar Cost Averaging (DCA) potential.

We offer three model allocation choices:

  1. Moderate

  2. Aggressive

  3. 100% Equity

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Our Mission…

We want every hard-working American contributing to an employer’s retirement plan to receive investment advice from an adviser of their choosing!

Easy Access from Anywhere

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The Plan Confidence™ Software as a Service (SaaS) is available through any browser with an internet connection!

We also have apps for Apple (iOS) and Google (Android) phones for you. Click the image below to download the app on your favorite device.