The new FirmPlus toolset is designed to make the life of Retirement Plan Advisors / Specialists easier and more efficient
With tons of fire-power and many brand new features, FirmPlus is here to help you get things done!
Due Diligence and Practice Management in one easy to use toolset.
Designed to provide Advisors with solutions that help you be efficient now and as your business grows.
FirmPlus is your complete solution -- no need for multiple toolset subscriptions!
Customizable fund evaluation to provide a tailored analysis for your clients.
Analyze Active, Passive, and Target Date Funds with unique evaluation criteria options.
Fund Research Tools built in to help with fund replacements, investment analysis, and platform evaluation.
Fee Analysis & Benchmarking designed to review plan fees and how plan costs compare to peers.
Developed with 408(b)(2) and fee transparency in mind, and designed to present to Plan Sponsor.
Lineup Comparison allows for the comparison of up to 5 different lineups.
Compare performance, fees, plan costs, and even show how assets will map from one lineup to another.
Setup Customers & Prospects and link Plans and Contacts.
Activity Management for Tasks and Events -- link to services offered and view in account-wide calendar.
Advisor Dashboard provides powerful account data aggregation and analytics that looks across your entire book-of-business.
The Plan Vault securely houses documents generated in FirmPlus, and other Plan Documents uploaded from your computer.
The Plan Sponsor Portal provides access to essential Plan and Advisor information.
Email documents and reports right out of the Plan Vault
Setup direct access for the Plan Sponsor for their own self-service.