- Service Name
PlanPro
- Industry
Finance, Retirement Planning, Financial Technology, Prospecting Solutions
- Main Value Proposition
PlanPro helps financial advisors efficiently identify and engage with high-quality leads for 401(k) plans, ultimately increasing their business growth.
- Description
PlanPro is a platform designed to assist financial advisors in prospecting and managing 401(k) plans. It provides tools and data to identify potential clients and streamline the prospecting process.
- Key Features
Access to an industry-leading database of over 1 million plan contacts; Automated fee disclosure analysis tool; Mobile app for managing prospecting on the go; Unique plan intelligence and reports not available from competitors
- Use Cases
PlanPro is most valuable for financial advisors looking to grow their retirement plan business, engage with potential clients, and improve their prospecting efficiency.
- Competitive advantages
Regularly updated and validated contact data sourced from thousands of public sources; First-of-its-kind drag-and-drop fee disclosure analysis tool; Comprehensive investment menu intelligence for fiduciary risk assessment
- Strengths
PlanPro's strengths lie in its extensive database, innovative analytical tools, and the ability to streamline the prospecting process for financial advisors.
- Positioning
PlanPro positions itself as a smarter solution for selling and engaging with 401(k) plans, focusing on efficiency and data-driven insights.
- Audience
The target users include financial advisors, retirement plan consultants, and financial service providers who seek to enhance their client acquisition strategies.
- CTA
Request a demo
- Tags
401(k) prospecting
lead generation
financial advisory
retirement plans
- Tagline
Build Your 401(k) Pipeline & Win More Plans
- Tone of Voice
Professional, informative, supportive
- Differentiation
PlanPro stands out by offering a comprehensive database of plan contacts and unique analytical tools that automate tedious tasks, providing insights that competitors do not.
- Brand Positioning
PlanPro identifies itself as an innovative partner for financial advisors, emphasizing growth and management of retirement plans through advanced technology.
- Founded
2018-01-01
- Founders
Michael Magnan