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.