FirmPlus
FirmPlus software is designed to make the life of retirement plan advisors and specialists easier and more efficient. With tons of features, including investment monitoring and analysis, fee analysis, lineup comparison and an advisor dashboard, FirmPlus helps you get things done.
Built for Retirement Plan Advisors
- Due diligence and practice management in one easy to use software.
- Designed to provide advisors with solutions that help with efficiency and growth.
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.
Fee Analysis & Lineup Comparison
- Fee analysis and 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 five different lineups.
- Compare performance, fees, plan costs, and even show how assets will map from one lineup to another.
Advisor Dashboard
- Setup customers and 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.
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.
Pricing: $2,700/year§
Interested in becoming a super fiduciary? Check out our software pricing bundle!
Let’s get started! Fill out the form to schedule a demo.
Or, if you’d like additional information or assistance with your purchase, we’re here to help! Fill out the form and a member of the Fi360 team will be in touch.
§ Fi360 partners with many organizations to provide the Fi360 Toolkit™ to their advisors. Fill out the form to find out if you qualify for any discounts.
