Find the dealership plans that need you — before the advisor down the road does.
The same DOL filings everyone can read, turned into the ranked, self-refreshing view of your market you actually use. A Market Opportunity Scan of non-client plans and quarterly Plan Watch reports for the ones you already call on.
A ranked, self-refreshing view of every non-client rooftop in your market.
Which plans are sliding down the rankings, whose fees are drifting up, whose recordkeeper just changed hands. Your warm list, built and maintained for you — so the advisor who sees the slide first keeps the client.
Quarterly cohort-position statements for the plans you already call on.
Written so you walk into the next review knowing the story, the gaps, and the move that keeps the client. Included with every Plan Watch subscription.
Pick your tier and start scanning.
Three monitoring bundles — single plan, multi-plan (up to 5), and portfolio (up to 50) — plus full-market advisor access and a 7-day pass. All on one storefront.
Get Institutional Access6,400+ dealership plans benchmarked. The advisor who sees the slide first keeps the client.