Startups
PlanScout is a fully outsourced financial plan development service for financial advisors. We create visually engaging and comprehensive financial plans for your clients in just 3-4 days for a fixed price, saving you time to grow your practice. While the average advisor spends 15 hours on a plan, PlanScout advisors spend 2. Follow along to tap into the future of financial planning and advisor growth 🚀
Overview
Location
United States, Washington, Seattle
Employees
1-10
Mentions in press and media 2
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Sep 5, 2023 | PlanScout Acquires SISP RPS | PlanScout, a Seattle, WA-based provider of financial planning services to licensed financial advisors, acquired the SIPS Retirement Planning System (SIPS RPS) as part of its strategy to provide outsourced financial planning services to fina... |
Reviews 0
FAQ about PlanScout
What has the press written about PlanScout?
Parsers VC has collected 2 articles mentioning PlanScout, among them “PlanScout Acquires SISP RPS” (Sep 5, 2023).
Is PlanScout still active?
Yes, PlanScout is active; its latest activity on Parsers VC dates from Sep 7, 2023.