RFP and benchmarking
The RFP process, automated end to end.
Every advisor runs benchmarking and RFPs for clients — let’s make it easier. Send the questionnaire to recordkeepers and wholesalers, and their answers auto-populate straight into a client-ready presentation.
How it runs
Three steps. One client-ready comparison.
Start by loading in a handful of current metrics on the plan. From there, choose which recordkeepers and TPA partners you want to send the questionnaire to; PlaniFi handles getting it to them and tracking who’s responded.
Once the responses are in, everything exports straight into client-ready materials, laid out and formatted for you. All that’s left is a quick review before it goes in front of the client.
Why it matters
Document the process.
Regularly reviewing plan fees is a basic fiduciary duty. PlaniFi automates the process end to end, so documenting the process is easy, not extra work.