PlanFees
www.planfees.comPlanFees is a revolutionary technology platform that allows financial professionals to create the most accurate, yet easy-to-use, retirement plan fee benchmarking reports. Our platform offers a seamless and efficient fee benchmarking experience for advisors, institutions and their clients. Through cutting-edge technology, such as proprietary optical character recognition (OCR) of fee disclosure documents, advisors can help their clients with their fiduciary responsibilities while creating successful outcomes for their participants.
Read morePlanFees is a revolutionary technology platform that allows financial professionals to create the most accurate, yet easy-to-use, retirement plan fee benchmarking reports. Our platform offers a seamless and efficient fee benchmarking experience for advisors, institutions and their clients. Through cutting-edge technology, such as proprietary optical character recognition (OCR) of fee disclosure documents, advisors can help their clients with their fiduciary responsibilities while creating successful outcomes for their participants.
Read moreCountry
State
California
City (Headquarters)
Aliso Viejo
Employees
11-50
Founded
2019
Social
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Head of Innovation
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Technologies
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