Benetic
Financial Software · Wyoming, United States · 11-50 Employees
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Overview
Headquarters
680 S Cache St Ste 100-12679, Jackson, W...Phone Number
(601) 283-8060Website
www.benetic.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Benetic
PlanPort is an AI-driven platform designed to streamline the review of retirement plan documents for 401(k) advisors, TPAs, and recordkeepers. It automates data extraction and organization, allowing professionals to focus on strategic growth while ensuring accuracy and efficiency. The platform is user-friendly and adaptable for users ranging from independent advisors to large enterprises. Founded by David Levine, PlanPort aims to revolutionize retirement plan management through innovative technology and seamless solutions.Explore more
Benetic Org Chart
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2021
Debt
$62K
Benetic Tech Stack
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Benetic News & Media
Benetic Introduces Additional Benchmarking Service
Benetic® teams with ClearSage Advisory to provide an additional, historical benchmarking option for advisors to easily assess retirement plan fees Benetic® teams with ClearSage Advisory to provide an additional, historical benchmarking option for advisors to easily assess retirement plan feesIPX Retirement Teams with Benetic®
IPX Retirement has partnered with Benetic® to provide advisors an easy, efficient way to find the best retirement solutions for Non-ERISA 403(b) and 457 plans CENTENNIAL, CO, UNITED STATES, March 31, 2022 /EINPresswire.com/ -- IPX Retirement, a leading …Recently launched: Pooled Employer Plans available on the Benetic Marketplace
Since their launch in January 2021, pooled employer plans (PEPs) have gained significant traction in the retirement industry. However, understanding PEP solutions can take considerable time and effort for both advisors and plan sponsors. Benetic, with its commitment to taking the plan provider selection process from months to minutes, sees this need and has added PEP solutions to the Benetic Marketplace. Since their launch in January 2021, pooled employer plans (PEPs) have gained significant traRecently launched: Benetic’s platform takes off and more advisors join every day
In minutes, Benetic matches advisors with plan options personalized for their clients’ needs - freeing up advisors so they can spend time strengthening and developing new relationships In minutes, Benetic matches advisors with plan options personalized for their clients’ needs - freeing up advisors so they can spend time strengthening and developing new relationships
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PlanPort is an AI-driven platform designed to streamline the review of retirement plan documents for 401(k) advisors, TPAs, and recordkeepers. It automates data extraction and organization, allowing professionals to focus on strategic growth while ensuring accuracy and efficiency. The platform is user-friendly and adaptable for users ranging from i... Read More
