PlanDesk Contact Management System gives TPAs and recordkeepers a fast, modern platform for collaborative, streamlined contact management.
No more shaping generic, industry-ambiguious CRMs twisted to fit your needs. PlanDesk CMS is built from the ground up for retirement plan contact management, with features and workflows designed specifically for TPAs and recordkeepers.
Centralized contact lists become difficult to maintain across spreadsheets or other internal systems not meant for team collaboration or complex contact management. PlanDesk CMS is built on a modern, cloud-based system for seamless collaboration, real-time updates, and secure access from anywhere.
Get notified when PlanDesk goes live & recieve updates on new features, improvements, and launch announcements, as well as your team's first month free. No spam, we promise.