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!

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FirmPlusTasks

Built for Retirement Plan Advisors

  • 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!


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InvestmentMonitoring3

Investment Monitoring & Analysis

  • 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.


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FeeAnalysis

Fee Analysis | Lineup Comparison

  • 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.

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CRM

CRM | Advisor Dashboard

  • 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.

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Vault

Plan Vault & Plan Sponsor Portal

  • 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.

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Why Choose FirmPlus?




Success

Growing

Customize

Support

Get everything done in one toolset for your Client and Prospects

Focused on efficiency and managing your growing business 

Showcase your brand with customizable reports, IPS, and more!

Our in-house Support Team is here for anything you need




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Get started with your 14 day trial

Better service for your clients, hours saved for you and your team.
Click the button below to get started.