Planlined

Planlined

BART Technologies Inc
Hadrius Planlined

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Hadrius:

About

We’re the most efficient, most accurate AI-powered software suite for all your RIA and broker-dealer compliance needs. Automated marketing review powered by our own ComplianceGPT. Upload dozens of document types and receive compliance recommendations in under a minute - saving you (and your marketing team) hours of back and forth. Set up employee brokerage accounts once, and take advantage of automated reporting, pre-clearance, and reviews as necessary. We assist with employee onboarding to make this process effortless. Political contributions, gifts, outside business activity, updates to your code of ethics, compliance manual, and more. Employees have their own login to the intuitive Hadrius UI to make reporting and signing documents easy.
Planlined:

About

Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with 250 monthly AI credits shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.
Hadrius:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Planlined:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Hadrius:

Audience

Companies searching for a next-gen platform that automates the entire SEC ongoing compliance process
Planlined:

Audience

U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.
Hadrius:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Planlined:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Hadrius:

API

Offers API Not Supported
Planlined:

API

Offers API Supported
Hadrius:

Screenshots and Videos

Planlined:

Screenshots and Videos

Hadrius:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Planlined:

Pricing

$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with 250 AI credits per month shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Version Not Supported
Free Trial Supported
Hadrius:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Planlined:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Hadrius:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Planlined:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Hadrius:

Company Information

Hadrius
United States
www.hadrius.com
Planlined:

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com
Hadrius:

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Hadrius:

Categories

Compliance Supported
Planlined:

Categories

Planlined:

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Not Supported
Deduction Management Not Supported
Disability Insurance Administration Not Supported
Employee Benefits Administration Not Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Supported
For Employers Not Supported
FSA Administration Not Supported
Health Insurance Administration Not Supported
HIPAA Compliant Not Supported
Life Insurance Administration Not Supported
Online Benefits Enrollment Not Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Not Supported
Hadrius:

Integrations

Slack Supported
Telegram Supported
WeChat Supported
WhatsApp Supported
Planlined:

Integrations

Slack Not Supported
Telegram Not Supported
WeChat Not Supported
WhatsApp Not Supported
Hadrius:
Claim Hadrius and update features and information
Claim Hadrius and update features and information
Planlined:
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