Target High-Quality Leads
Create superior lead lists. Focus on qualified plans most likely to consider a new advisor. Don’t waste time chasing cold leads.
Grow your business
Leverage our industry-leading database of 1 million+ plan contacts including name, phone, email, title, and LinkedIn profile.
Attract Prospect Attention
Stand out to prospects with unique plan intelligence and reports your competitors do not have.
Increase the ROI on your biggest asset — time. Data, analysis, and workflow tools minimize tedious time-consuming tasks.
Manage your retirement plan prospecting in one place or on the go with our mobile app. Save lead lists, follow plans, write notes, and create tasks.
Automate Fee Disclosure Analysis
Upload fee disclosures for instant analysis to support your prospecting.
Reach more decision-makers
Quality contact data is a crucial element of prospecting; however, most tools offer outdated and incomplete contact data. Our industry-leading database is sourced from thousands of public sources and company websites and is revalidated regularly to avoid stale data. It includes names, emails, LinkedIn profiles, and more on owners, partners, CFOs, and HR leads not necessarily listed in the Form 5500.
Engage your prospects
Leverage the industry’s first drag-n-drop 401(k) fee disclosure analysis tool to produce plan design and fee intelligence instantly and engage warm leads. PlanScanner uses artificial intelligence to analyze 401(k) disclosures — 408(b)(2) and 404(a)(5) — from dozens of providers to free you from tedious data entry. Instantly assess fiduciary compliance, evaluate fee savings, and create prospect-friendly reports.
Score fiduciary risk
Spot areas of fiduciary liability and opportunities to enhance investment menu design in any plan with ease. PlanPro benchmarks performance, track record, size, and expenses relative to its Morningstar category.
Assess fees and savings
Instantly illustrate investment fees and savings using our automated fee analyzer and comparison tool. Compare plan lineups against a customizable set of substitutes that can ultimately save money for a plan and its participants with similar exposure.
Demonstrate plan diversification weaknesses and menu simplification opportunities to encourage plan participation. Score investment diversification using lineup correlations and a correlation matrix to easily detect highly-correlated funds.