PLANMEMBERCONNECT

Owners

Goods & Services

Platform as a service (PAAS) featuring computer software platforms for independent financial professionals for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for independent financial professionals for managing and opening retirement accounts, for managing finances, for accessing marketing materials, for accessing sales support, for accessing customer service, for accessing client data and for accessing educational offerings in the field of financial planning and strategies