PlanFees

www.planfees.com

PlanFees 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.

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Reach decision makers at PlanFees

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PlanFees 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.

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Country

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State

California

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City (Headquarters)

Aliso Viejo

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Employees

11-50

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Founded

2019

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Social

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Potential Decision Makers

  • Head of Innovation

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(25)

  • google tag manager
  • facebook login
  • google universal analytics
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Reach decision makers at PlanFees

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