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World Class Sales Intelligence for Top
Retirement Plan Advisors
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Identify Top Prospects
Screen plans for high fees, poor fund performance, and centers of inflluence. Develop campaigns in your CRM with fully exportable reports.
Win First Meetings
Engage plan sponsors by leveraging the visibility of BrightScope Ratings in the press and search engine results.
Close Business Faster
Create professional, prospect-friendly benchmarking reports before first meetings that highlight fee and investment analysis.
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