World Class Sales Intelligence for Top
Retirement Plan Advisors

Data That Inspires Actionable Insights

Opportunity

Plan Assets
Location
Participants
Average Account Balances

Investments

Fund Family
Target Date Series
Fund Performance
Passive/Active Management

Plan Sponsor Contacts

Recordkeeper
Auditor
TPA
Advisor/Consultant

Fiduciary Pain Points

Plan Fees
BrightScope Ratings
Underperforming Funds
Proprietary Assets

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Business has grown significantly since we started using Spyglass.
James Holland Director of Business Development
Millenium Investment & Retirement Advisors