Plan Reviews
Every plan review, on schedule and on record.
Each review is its own record on the plan, moving from activation through advisor review, finalization, sign-off and close-out, with review tasks assigned to the right team members automatically.
Stage by stage
Every review, on one board.
Stages and tasks run in parallel. A review can move forward while its tasks are still being worked, and moving a stage doesn’t check tasks off for you.
Review tracking
Flag what each review needs.
Track items such as fee benchmarking and plan demographic review on the review itself.
Next step
See MethodPlan in action.
A live demo with the MethodPlan team.