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.
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.
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.
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.
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.
Be the first to know when any new plan data becomes available, track both your current and prospective plans to receive email notifications.
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.
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.
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.
Get the most from Retirement PlanVision with online or in-person trainings.
Stay up to date with our newest strategies and product features.
Our product and support teams are responsive to subscriber feedback and we love to get your input.
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.