Features

Target High-Quality Leads

Identifying high quality 401(k) leads has never been easier. Using our unique plan data and analysis, we’ll help you Identify and rank retirement plan leads of all sizes on proven indicators including fee savings, investment lineup weaknesses, up-and-coming companies and decision-maker turnover. You’ll be able to focus on the hottest leads and identify plans other advisors are overlooking.


Decision-maker turnover

Potential Fee Savings

Fiduciary Weaknesses

Investment Lineup Weaknesses

Current Providers

Much More…

Target High-Quality Leads

Reach Decision-Makers

Knowing who the decision-makers are and how to reach out to them is a crucial part of the sales process. However, quality contact data can be elusive. Always have accurate contact data at your fingertips. PlanPro’s technology crawls the internet, verifies emails and is updated quarterly to ensure you always have the best contact data.


Name

Phone Number

Verified Email

Title

Linkedin Profile

Fresh – Updated quarterly

Reach Decision-Makers

Attract Prospect Attention

Whether by email or phone, you only have a few moments to catch a prospect’s attention. PlanPro’s client-friendly reports allow you to wow prospects with investment analysis at the click of a button – show clients fee savings, fund weaknesses and diversification issues. Additionally, user-friendly plan profiles make researching prospects a breeze. Quickly assess potential fee savings, fund quality, diversification, participation rates, plan features, current providers and much more.


Client-Friendly Reports

Plan Characteristics (404(c) compliance, autoenroll, etc.)

Fee Savings

Investment Red Flags (Performance, fees, track record)

Current providers (Advisors, TPAs, Managers, Legal)

Much More…

Attract Prospect Attention

Interested in learning more? Sign-up for a demo!