Tech stack
No one at Pension Planning Solutions, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $42M held · filed Jan 2024
Fidelity
Per Form ADV · $34M held · filed Jan 2024
B
Broadridge Financial Solutions, Inc.
Per Form ADV · $16M held · filed Jan 2024
A
Adp Broker-Dealer, Inc.
Per Form ADV · $15M held · filed Jan 2024
C
Capital Bank and Trust Company
Per Form ADV · $13M held · filed Jan 2024