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Wealth Utilities

PlanProfilers

Win 401(k) business with data-driven proposals.

"PlanProfilers empowers financial advisors to create compelling and data-driven 401(k) proposals for prospective clients. The software streamlines the proposal generation process, enabling advisors to efficiently showcase their expertise and win new retirement plan business. RIAs leverage PlanProfilers to enhance their business development efforts and expand their 401(k) client base."

Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #119 in Wealth Utilities
Validated Adoption
94 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

401(k) plan benchmarking
Customizable proposal generation
Data-driven plan performance analysis
Fee and expense analysis
Compliance monitoring tools

Primary Use Cases

Creating compelling proposals for prospective 401(k) clients
Analyzing and comparing existing 401(k) plans to identify opportunities
Generating reports to highlight the value proposition of the RIA's services

Agentic Intelligence Briefing

"PlanProfilers empowers RIAs to win 401(k) business through data-driven proposals and plan performance analytics."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines 401(k) proposal generation
Focuses on business development specifically for retirement plans
Potential to significantly improve efficiency in winning new 401(k) clients

Adoption Hazards

Niche focus may limit applicability for RIAs not actively pursuing 401(k) business
Lack of pricing information makes ROI assessment difficult

Stack Compatibility Profile

How PlanProfilers integrates into institutional RIA stacks.

94 Firms Analyzed
Nitrogen Wealth
80%
Stack Correlation
Riskalyze Online
76%
Stack Correlation
NDEX
59%
Stack Correlation
ROL
54%
Stack Correlation
Elements Financial Planning
53%
Stack Correlation
Advisor Websites (Responsive)
50%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs specializing in retirement plan advisory services
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1fi360 Fiduciary Focus Toolkit
2Morningstar Advisor Workstation

Value Proposition

"For RIAs seeking to grow their AUM through 401(k) plan acquisition, PlanProfilers offers a targeted solution to craft winning proposals and stand out from the competition."

Audit Your RIA Stack

See how PlanProfilers fits into your overall tech efficiency score.

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