Beyond 5500

Close more deals with more plan data
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Stay ahead of the competition with easy access to all the information needed to advance your sales cycles and pursue prospects with the leading 401k prospecting solution.

Key features


Integrated Morningstar® Data


The Morningstar Analyst Rating™ and the Morningstar Rating™ help advisors, consultants and plan sponsors perform due diligence on funds. This information is easily searchable and viewable alongside the funds.

 

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Opportunity Flags


Grow your business with proven retirement plan sales tactics. Our configurable lead list visually highlights all potential opportunities including plan design flaws, fund opportunities and more.

 

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Fund Profiles


Dive deep into a retirement plan to find the funds associated with it. With searchable investment data from audit reports you’re able to search directly by the fund.

 

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Plan Profiles


A central location with all the information you need to pitch your services including contact information for decision makers, benchmark performance, intermediaries and fee information.

 

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Tracking Capabilities


Be the first to know when any new plan data becomes available, track both your current and prospective plans to receive email notifications.

 

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Exportable Results


The export capabilities are endless as everything in the product is exportable in multiple formats and you’re even able to create custom exports with over 70 fields to choose from.

 

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Advanced Searching


Find the most relevant plans by using our advanced searching criteria and filtering capabilities, including share class enabling you to easily find plans with non-retirement share class funds.

 

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Custom Reporting


Upload your logo to easily create a branded report showcasing all public plan information taken from the 5500 and audit reports to bring to client and prospect meetings.

 

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Benchmark Report


See how your plans are doing and identify new opportunities with this snapshot view of an objective comparison of key plan metrics to industry and plan groups.

 

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See how Retirement PlanVision can grow your business

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Subscriber Benefits


Training

Get the most from Retirement PlanVision with online or in-person trainings.

Webinars

Stay up to date with our newest strategies and product features.

Collaboration

Our product and support teams are responsive to subscriber feedback and we love to get your input.

About


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Retirement PlanVision, by Infinata

Retirement PlanVision is the leading 401k prospecting and analytics solution that integrates and analyzes sponsor, fee, plan, fund, and performance data from more than 1.5 million corporate retirement plans in the United States.

As an Infinata solution, Retirement PlanVision benefits from a first-class analytics team of data engineers, product experts, and software architects. To learn more about Infinata's advantage or other wealth prospecting solutions, Wealthmonitor and High Net Worth Insight, contact us.

Contact


Let's get in touch

Questions? Contact us to learn more today.

Contact details

41 Farnsworth St, 1st Fl, Boston
MA 02210, United States

info@retirementplanvision.com
+1 781 762 9450