Plain Wealth
Software company
About
Plain Wealth offers broker and Registered Investment Advisor (RIA) clients the simple, seamless experience they’ve been wanting. No ads. No pushy sales feel. Just the information they want, financial and informational, and the feel of a close advisor relationship. Setup is quick. In less than an hour, wealth management leaders can pull clients onto the Plain Wealth platform, white labeled for branding, customized for all compliance, and integrated with their data on Redtail and other CRMs.
Business Hours
Monday
8:30 AM - 5:00 PM
Tuesday
8:30 AM - 5:00 PM
Wednesday
8:30 AM - 5:00 PM
Thursday
8:30 AM - 5:00 PM
Friday
8:30 AM - 5:00 PM
Saturday
Closed
Sunday
Closed
Customer Reviews
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