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Partner Solutions

Plan Management Corp. (PMC) provides accounting and consulting firms and their corporate clients innovative plan administration solutions. With a flexible, competitive technology offering and a full array of services, PMC represents the best partner for you and your clients.

Team of climbers reaching the summit.    

Why PMC?

  • Full Type II SSAE 16 Certification annually
  • Independent and neutral – we have no outside investor pressure to raise revenues through revenue sharing models
  • Committed to partnering excellence – win-win models designed for your growth and success
  • Committed to excellence in technology – continual enhancements requiring no installation or IT time on your part in order to use our innovative OptionTrax and InvestmenTrax software
  • Committed to excellence in service – we know your satisfaction is directly tied to your client’s satisfaction

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