For Recordkeepers & Payroll
See the rooftops in your book before the call lands.
Same public filings, turned into an early-warning layer for the plans you already serve. Search any dealership for free; subscribe to book-watch alerts and a firm-level quarterly digest to defend the relationships you've built.
Free, always
Public Profile Lookup
Search any dealership plan — see what your client's prospects and competitors are doing with their 401(k), straight from public filings.
Search a dealershipInstitutional Access
Book-Watch Alerts
Early-warning drift alerts across the plans you serve — fee creep, percentile drops, and recordkeeper changes flagged before they reach you as a problem.
See how it's builtInstitutional Access
Firm-Level Digest
A quarterly rollup of movement across your book — the kind of reporting that turns raw filings into something your relationship managers can act on.
See what's includedClient retentionPlatform differentiationAdvisor loyaltyEmployer engagementAutomotive distributionValue without replacing the core platform