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Wealth Utilities

PlanPort

Win more 401(k) business with powerful proposals.

"PlanPort is a specialized platform designed to streamline the creation of compelling 401(k) proposals for retirement plan business development. It empowers financial advisors and retirement plan specialists to efficiently generate customized proposals, enhancing their ability to win new business and grow their retirement plan practice."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #319 in Wealth Utilities
Validated Adoption
9 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Customizable 401(k) proposal templates
Automated data integration
Compliance monitoring tools
Performance reporting
Client-ready presentation generation

Primary Use Cases

Creating compelling 401(k) proposals for prospective clients
Comparing different 401(k) plan options
Generating reports for client meetings

Agentic Intelligence Briefing

"PlanPort empowers RIAs to create compelling and compliant 401(k) proposals, increasing their chances of winning new business."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines 401(k) proposal generation
Helps RIAs win new 401(k) business
Potentially integrates with CRM or other proposal tools

Adoption Hazards

Reliance on 401(k) business development
Unknown pricing details hinders evaluation
Potential lack of broader financial planning capabilities

Stack Compatibility Profile

How PlanPort integrates into institutional RIA stacks.

9 Firms Analyzed
Riskalyze Online
67%
Stack Correlation
ROL
67%
Stack Correlation
NDEX
44%
Stack Correlation
MCO
44%
Stack Correlation
Nitrogen Wealth
44%
Stack Correlation
Morningstar Office
44%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking to expand or manage their 401(k) plan business.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1fi360 Fiduciary Focus Toolkit
2Morningstar Advisor Workstation

Value Proposition

"If you're an RIA aggressively pursuing 401(k) business, PlanPort could be a game-changer for creating winning proposals and securing new clients."

Audit Your RIA Stack

See how PlanPort fits into your overall tech efficiency score.

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