For Advisors
Public plan data, made usable for prospecting.
The same DOL filings everyone can read — turned into the ranked, self-refreshing view of your market you actually use. Search any rooftop for free; subscribe to a Market Opportunity Scan of non-client plans and quarterly Plan Watch reports for the ones you already call on.
Free, always
Public Profile Lookup
Search any rooftop in the country — plan cohort position, fees, peer ranking, and historical trend straight from DOL filings. No login, no cost.
Search a prospectInstitutional Access
Market Opportunity Scan
A ranked, self-refreshing view of the non-client rooftops in your market — which plans are sliding, whose fees are drifting, whose recordkeeper just changed.
See how it's builtInstitutional Access
Plan Watch Reports
Quarterly cohort-position statements for the plans you watch — written to walk into the next client meeting already knowing the story.
See what's includedProspect intelligenceClient benchmarkingAutomotive specializationValue measurementClient retentionDealership growth