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PlanFees
1 known investors
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PlanFees offers fee benchmarking tools for retirement plan advisors, including Prism for investment, recordkeeping, administrative, and advisor fee benchmarking, Prism365 for advisor fee and service benchmarking, and RFP Express for generating custom quotes from recordkeepers. The products help advisors compare and negotiate retirement plan fee structures for their clients.
Investors · 1
Distributed Ventureslisted by Distributed VenturesChicago · $1M – $5M
How we know: Distributed Ventures's portfolio page · the VCSheet dataset · Not right? Tell us
Frequently asked questions
- What does PlanFees do?
- PlanFees offers fee benchmarking tools for retirement plan advisors, including Prism for investment, recordkeeping, administrative, and advisor fee benchmarking, Prism365 for advisor fee and service benchmarking, and RFP Express for generating custom quotes from recordkeepers. The products help advisors compare and negotiate retirement plan fee structures for their clients.
- Who are PlanFees's investors?
- PlanFees's investors include Distributed Ventures.