Confidently Manage “Held-Away” Assets
Are you struggling to scale your advice & management of held-away accounts?
Every plan is different which makes it hard to scale your advice.
Manual “one-off” advice & trading processes slow you down.
Your clients expect seamless service for all their assets.
Automate your “held-away” asset advice & management with a few clicks of the mouse!
ERISA law allows for class-action lawsuits against you and your firm.
Complex regulations expose your personal assets.
Required documentation (review of all options, overlay model, trade blotter, etc) is time consuming.
Avoid Scalability and Compliance Fears
How much time and effort are you wasting managing "held-away" assets?
Confidently Manage Held-Away Accounts
Streamline your research, advice, documentation and delivery!
Scale "held-away" advisory services with ease.
Guarantee compliant advice with just a few clicks.
Reduce administrative burdens and resource strain.
Enhance client relationships with personalized, ongoing advice and management of their “held-away” assets.
Focus on growing your firm, not manual tasks!
We’re Here for You
PlanConfidence is a trusted leader in "held-away" solutions.
Original Creator
We helped create the “HELD-AWAY ASSETS” category on the Kitces FinTech Map!
Mass Challenge Alumni
In 2024 we “graduated” from the Mass Challenge - a nonprofit that supports innovators from all backgrounds to create breakthrough change and accelerate their business.
Created by an Adviser for Advisers!
“I believe every participant should be getting personalized 401(k) advice from an adviser of their choosing. That's why I created PlanConfidence!”
-Kevin T Clark, RF CEO & Co-founder
A Simple Plan for Success
Take these easy steps to start managing assets better.
1. Schedule a Live Demo
2. Decide on “advice only” or “advice plus trading” for your clients
3. Sign Agreement & scale your firm
Don't let held-away assets overwhelm your practice.
We understand your struggle and are dedicated to make it easier for you!
As an independent investment adviser, you deserve the tools that make your “held-away” 401(k)/403(b) advice, management and compliance easier.
You deserve to focus on what matters most — growing your business!
With our innovative software and your unique investment advice, you can effectively manage all of your held-away assets without any added stress or time constraints.
Our solution is tailored to simplify your processes, keeping you compliant and your clients confident in their 401(k) & 403(b) investing.
You don’t have to feel overwhelmed any longer - PlanConfidence is here for you!
