Identify the best plan prospects, differentiate your pitch, and reach decision-makers
Maximize Your 401(k) Plan Prospecting with PlanPro
Instantly access 65,000+ plan investment lineups or upload your own without digging through 5500 filings or manually dissecting fee disclosures. Easily assess 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
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Advanced SearchTarget your outreach using dozens of filters, including red flags, plan details, geography, and more
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Recommended Leads Get PlanPro recommendations of plans with the most red flags within your target areas
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Download Lists Make a copy of your lead lists as Excel files to take your work offline or upload into your CRM
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Save Searches Pick-up right where you left off by saving searches and lead lists you create
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
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Regular Refresh Leverage correct and current contact information on over 1,500,000+ plan decision-makers
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Digital Coverage Focus on selling and not on searching with PlanPro’s 71% digital coverage of 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
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Plan Insights Review potential fee savings, fund quality, diversification, plan features, providers, and more
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Customizable Reports Create and share plan reports tailored to your preferences — even add your firm’s branding
Manage your workflow
Qualify leads in your sales pipeline with intuitive CRM features, built-in productivity tools, automated alerts, and integrated team workflows
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Productivity Tools Jot notes associated with plans, manage contacts, create tasks, set reminders, and other useful tools
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Pipeline Review Export your current pipeline with lead statuses for easy pipeline reviews and team meetings
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Email Alerts Follow any retirement plan to receive email alerts for new 5500 filings, contacts, and more
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Built for Teams Share notes, assign leads and collaborate with teammates without ever leaving PlanPro
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
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Artificial Intelligence Analyze 408(b)(2) and 404(a)(5) fee disclosures from numerous providers, including scanned PDFs
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Robust Analysis Assess fiduciary compliance, evaluate fee savings, and create prospect-friendly reports in seconds
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Processed Instantly Free yourself from tedious data entry. Do what takes your competitors hours in seconds
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Premium Support Need assistance or have a question? Our support team is ready to help