Prism365 - Advisor Fee & Service Benchmarking

The Prism365 Advisor Fee and Services report 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.