PlanPro

Software - Atlanta, GA, US

PlanPro Details

Serving financial professionals across the U.S., PlanPro creates innovative solutions that help advisors and financial providers to better grow and manage their retirement plan business. We have extensive experience creating software used by the largest global asset managers, investment consultants and investors, and are committed to developing world-class solutions for the 401k industry.

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Employees: 10 - 19
HQ: N/A
Location: Atlanta, GA, US
Revenue: 1 - 2.5 Million
401k defined contribution RIA Plan Advisor Form 5500 401k Sales Fiduciary investment menu 401k fees 401k prospecting retirement plan prospecting defined contribution advisor sales
PlanPro Technologies
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Oracle Cloud

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