PlanDesk is designed to streamline plan contact management, improve operational efficiency, and give industry professionals a cleaner, faster way to manage retirement plans.
Step up from simple excel sheets or generic CRMs to a better way to handle the unique contact needs of retirement plans.
With custom fields for plan-specific positions such as sponsors, trustees, advisors, HR contacts, and more, PlanDesk extends the functionality of traditional CRMs to retirement plan configurations.
Company-wide software can often be expensive, especially for small businesses stretching to meet SaaS base fees.
PlanDesk is built to be an affordable solution with transparent pricing, making it a viable solution for everyone, from solo practitioners to large enterprise firms.
We figured, if we're already offering a database of plans & contacts, what other fields could we tie in to build the most useful tool possible?
Alongside contacts, PlanDesk also captures data such as plan year end, safe harbor type, profit sharing preferences, match formula, and other key details to provide an all-in-one "at-a-glace" view of plan details.