Benchmarking advisory fees and services is one of the most important, yet time-consuming activities. PlanFees newest report, the Prism365 Advisor Fee & Service Benchmarking report, makes it easy for advisors to help their clients meet their fiduciary responsibilities and maintain reasonable fees.
In our webinar, we demonstrated our newest benchmarking report, the Prism365 Advisor Fee and Services report, which helps advisors justify their fees and services by creating accurate, on-demand, and revealing fee benchmarking reports in less than two minutes.
The PlanFees Prism365 benchmarking report compares the delivery and frequency of fifteen essential fiduciary services, such as investment menu selection, 3(21) and 3(38) services, live bid provider searches, employee education, and financial wellness.
If you want an opportunity to ask questions and share your thoughts and insights, please click on the Book 1 on 1 Demo button below. We'll be happy to go over the report in details and answer and questions you might have.
