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.
| Website | https://planfees.com/ |
| Employees | 1 (0 on RocketReach) |
| Founded | 2019 |
| Address | 120 Vanits Suite 400, Aliso Viejo, California 92656, US |
| Industry | Financial Services |
| Keywords | Retirement Plan Administration, Investment Management Software, Financial Planning Software, Financial Technology Platform |
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PlanFees is based in Aliso Viejo, California.
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