PlanSource

60

Partners

plansource.com

https://plansource.com/partners/marketplace/

Partner List

Company	Type	Observations
The Difference Card		1	View Partnership
USI	Technology Partner	1	View Partnership
Ultimate Software	Technology Partner	2	View Partnership
ID Watchdog	Channel Partner	1	View Partnership
RetroTax	Channel Partner	1	View Partnership
HCM Technology	Technology Partner	1	View Partnership
Transamerica Corporation	Technology Partner	1	View Partnership
Willis Towers Watson	Technology Partner	1	View Partnership
Jellyvision	Technology Partner	1	View Partnership
Maven Clinic	Technology Partner	2	View Partnership
Allstate	Channel Partner	1	View Partnership
Reliance Standard	Channel Partner	1	View Partnership
BrainPower Software	Channel Partner	1	View Partnership
Proliant	Channel Partner	1	View Partnership
Okta	Technology Partner	1	View Partnership
TrueConnect Loan	Channel Partner	1	View Partnership
Oracle	Channel Partner	1	View Partnership
Paychex	Channel Partner	1	View Partnership
Boon Health	Channel Partner	1	View Partnership
NortonLifeLock	Channel Partner	1	View Partnership
tuitionio	Channel Partner	1	View Partnership
SAP SuccessFactors	Technology Partner	1	View Partnership
Aetna	Technology Partner	1	View Partnership
Guardian Life	Technology Partner	2	View Partnership
Ameritas	Technology Partner	1	View Partnership
The Standard	Technology Partner	2	View Partnership
Paycor	Technology Partner	2	View Partnership
BambooHR	Channel Partner	2	View Partnership
Paylocity	Technology Partner	2	View Partnership
Hibob	Technology Partner	1	View Partnership
Ceridian	Technology Partner	1	View Partnership
United Healthcare	Technology Partner	1	View Partnership
Jasper Health	Technology Partner	1	View Partnership
Reliance Matrix	Channel Partner	1	View Partnership
Prudential	Technology Partner	3	View Partnership
Sun Life	Technology Partner	2	View Partnership
Sage	Technology Partner	2	View Partnership
New York Life Insurance	Technology Partner	1	View Partnership
UNUM	Technology Partner	3	View Partnership
UKG Inc	Technology Partner	2	View Partnership
Terryberry	Technology Partner	1	View Partnership
Cleo	Technology Partner	1	View Partnership
ARC Fertility	Technology Partner	1	View Partnership
Mutual of Omaha	Technology Partner	3	View Partnership
Voya Financial	Technology Partner	2	View Partnership
Cigna	Technology Partner	2	View Partnership
Earnin	Channel Partner	1	View Partnership
MetLife	Technology Partner	2	View Partnership
ADP	Technology Partner	2	View Partnership
Aflac	Technology Partner	2	View Partnership

The Difference Card

1 observation

View Partnership →

USI

Technology Partner 1 observation

View Partnership →

Ultimate Software

Technology Partner 2 observations

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ID Watchdog

Channel Partner 1 observation

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RetroTax

Channel Partner 1 observation

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HCM Technology

Technology Partner 1 observation

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Transamerica Corporation

Technology Partner 1 observation

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Willis Towers Watson

Technology Partner 1 observation

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Jellyvision

Technology Partner 1 observation

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Maven Clinic

Technology Partner 2 observations

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Allstate

Channel Partner 1 observation

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Reliance Standard

Channel Partner 1 observation

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BrainPower Software

Channel Partner 1 observation

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Proliant

Channel Partner 1 observation

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Okta

Technology Partner 1 observation

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TrueConnect Loan

Channel Partner 1 observation

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Oracle

Channel Partner 1 observation

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Paychex

Channel Partner 1 observation

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Boon Health

Channel Partner 1 observation

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NortonLifeLock

Channel Partner 1 observation

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tuitionio

Channel Partner 1 observation

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SAP SuccessFactors

Technology Partner 1 observation

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Aetna

Technology Partner 1 observation

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Guardian Life

Technology Partner 2 observations

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Ameritas

Technology Partner 1 observation

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The Standard

Technology Partner 2 observations

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Paycor

Technology Partner 2 observations

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BambooHR

Channel Partner 2 observations

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Paylocity

Technology Partner 2 observations

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Hibob

Technology Partner 1 observation

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Ceridian

Technology Partner 1 observation

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United Healthcare

Technology Partner 1 observation

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Jasper Health

Technology Partner 1 observation

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Reliance Matrix

Channel Partner 1 observation

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Prudential

Technology Partner 3 observations

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Sun Life

Technology Partner 2 observations

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Sage

Technology Partner 2 observations

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New York Life Insurance

Technology Partner 1 observation

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UNUM

Technology Partner 3 observations

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UKG Inc

Technology Partner 2 observations

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Terryberry

Technology Partner 1 observation

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Cleo

Technology Partner 1 observation

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ARC Fertility

Technology Partner 1 observation

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Mutual of Omaha

Technology Partner 3 observations

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Voya Financial

Technology Partner 2 observations

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Cigna

Technology Partner 2 observations

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Earnin

Channel Partner 1 observation

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MetLife

Technology Partner 2 observations

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ADP

Technology Partner 2 observations

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Aflac

Technology Partner 2 observations

View Partnership →

Frequently Asked Questions

How many partners does PlanSource have?

PlanSource has 60 technology and channel partnerships tracked on Partnerbase.

Who are PlanSource's partners?

Some of PlanSource's partners include The Difference Card, USI, Ultimate Software, ID Watchdog, RetroTax. View the full list of 60 partners on Partnerbase.

Partnership Ecosystem

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