PlanAdvisor

PlanAdvisor

Financial Services

St Johns, United States (+1) 169 followers

We empower financial services professionals to save time and money with fully streamlined and integrated workflows.

About us

Created with over 40 years of combined business and technology experience, PlanAdvisor is designed by RIA business professionals and built from the ground up by high-caliber developers known for their contributions to Relius Administration, and Sponsor Web. Establish connections across all of your recordkeepers, and review and report and experience time-savings of up to half. Providing comprehensive and completely custom scoring tools, PlanAdvisor puts the power in your hands and lets you communicate to your plan sponsors with custom crystal reporting.

Website
https://wsplanadvisor.com
Industry
Financial Services
Company size
11-50 employees
Headquarters
St Johns, United States (+1)
Type
Privately Held
Founded
2008
Specialties
FinTech, SaaS, .NET Development, Relius Administration, Relius Sponsor Web, Crystal Reporting, and Customer Service

Locations

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