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It is my pleasure to announce that, as of today, BrightPlan has released its digital planning platform to the public.
As Marthin De Beer, BrightPlan’s CEO, put it, he is thrilled that the platform will offer everyone—regardless of net worth or account minimums—access to trusted, affordable financial advice. BrightPlan’s press release hit the wire at 7 a.m. CT this morning, and we are expecting a good amount of news coverage to come from the announcement. You can view the release here.
Plancorp continues to focus on exceeding our clients’ needs and expectations, and we look forward to sharing a client-specific version of BrightPlan in mid-2018. In the meantime, if you have friends, colleagues or family members who might benefit from fiduciary advice, but may not meet Plancorp’s minimums, I’d encourage you to share BrightPlan with them. For $20 a month, they’ll have access to goals-based planning and investment management services, all from a company that is aligned with Plancorp in values and fiduciary commitment.
Please don’t hesitate to reach out with any questions. This is an exciting time for both Plancorp and BrightPlan, and we hope you share our excitement in bringing an innovative, hybrid-robo solution to more people.