Identify the best plan prospects, differentiate your pitch, and reach decision-makers

Maximize Your 401(k) Plan Prospecting with PlanPro

Instantly access data on 650,000 401(k) plans including fresh contact data, AI generated plan insights, and 65,000+ plan investment lineups. Reach the right decision-makers and easily assess plan weaknesses including fiduciary liability, fee savings, and diversification, helping you add value and stand out from competitors.

401(K) PROSPECTING

Work Smarter, Not Harder

Whether you’re new to retirement plans, looking to expand your qualified plan business, or already a qualified plan powerhouse, PlanPro can help you grow. We make it easy to target the prospects most likely to need and want your services and have meaningful conversations with them. We’re much more than a 5500 database.

Score Fiduciary Risk

Spot areas of fiduciary liability and opportunities to enhance investment menu design in any plan with ease. PlanPro benchmarks performance, track record, size, and expenses relative to its Morningstar category.

Assess Fees And Savings

Instantly illustrate investment fees and savings using our automated fee analyzer and comparison tool. Compare plan lineups against a customizable set of substitutes that can ultimately save money for a plan and its participants with similar exposure.

Analyze Diversification

Demonstrate plan diversification weaknesses and menu simplification opportunities to encourage plan participation. Score investment diversification using lineup correlations and a correlation matrix to easily detect highly-correlated funds.

Benefits

See How AdvizorPro can power your business with PlanPro

Benefits

Target High-Quality Leads

Create superior lead lists. Focus on qualified plans most likely to consider a new advisor. Don’t waste time chasing cold leads.

Grow Your Business

Leverage our industry-leading database of 1 million+ plan contacts including name, phone, email, title, and LinkedIn profile.

Attract Prospect Attention

Stand out to prospects with unique plan intelligence and reports your competitors do not have.

Increase Productivity

Increase the ROI on your biggest asset — time. Data, analysis, and workflow tools minimize tedious time-consuming tasks.

Improve Workflow

Manage your retirement plan prospecting in one place or on the go with our mobile app. Save lead lists, follow plans, write notes, and create tasks.

Automate Fee Disclosure Analysis

Upload fee disclosures for instant analysis to support your prospecting.

The Data and Tools You Need to Effectively Engage Plan Sponsors

Target high-quality leads

Identify and rank retirement plan leads of all sizes on proven indicators including fee savings, investment lineup weaknesses, up-and-coming companies, and decision-maker turnover

Reach decision-makers

Bypass the receptionist and connect directly with plan decision-makers using verified emails, phone numbers, and LinkedIn profiles — you won’t find better quality contact data

Attract prospect attention

Prepare for client meetings in a breeze with in-depth plan profiles, and show clients fee savings, fund weaknesses, and diversification issues with PlanPro’s customizable reports

Manage your workflow

Qualify leads in your sales pipeline with intuitive CRM features, built-in productivity tools, automated alerts, and integrated team workflows

Analyze fee disclosures

Enable your team to stop processing paperwork and focus on selling with PlanScanner™ — upload a prospect’s fee disclosure and get instant plan insights

See How AdvizorPro Can Power Your Business With PlanPro

Read our case study

“You’ve become part of our team. You’re helping us build our business, and it’s a relationship that we truly value.”

- BILL BEQUETTE

INTRUST BANK