Plan Management Corp. (PMC) is committed to developing efficient and effective service models for our brokerage partners. We know having a reliable, innovative and experienced small-plan service provider is critical to your business success.
PMC can work in the following brokerage service models:
|FA Team has access to participant portal for reviewing positions for transactions||PMC sets up daily data exchange with your firm’s equity plan participant portal||FIX message trading link set up between PMC participant portal and your firm||Executive service broker handles execs individually and PMC uses a strategic partner for the remaining employees.|
Reports trade detail through portal to kick-off settlement process
When should I choose PMC?
PMC is the perfect choice for your clients’ and prospects’ plan administration when:
- They need a cost-effective, easy-to-learn administration solution
- You have outside-of-the-box clients and prospects that need custom solutions
- Your corporate solution cannot take on a plan due to its size, value or the scope of services needed
- You cannot risk losing control of an executive relationship to another provider pitching a turnkey solution