Thank you for participating in the 2008 Advisor Satisfaction Survey. For your participation we would like to provide you access to the practice management tools outlined below to help you be more efficient in managing your business.
Prospect Goldmine
Enjoy complimentary access to the most current and up to date 5500 data available in the market today. For completing the 2008 Advisor Study, we will provide you 90 day of complimentary access to this database in your primary state of business.
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401kScout Suite
kScout
Deliver value to plan sponsor prospects and clients like never before! This customized, branded benchmarking system compares up to four record keepers side by side in a presentation ready deliverable format. With the completion of the 2008 Advisor Satisfaction Survey, you will be granted unlimited report access for 90 days.
iScout
Investment analytics your clients can understand! iScout delivers two branded reports! Investment Benchmarking Reports allow you to show your value to prospects by comparing the incumbent investments against a proposed line up based on criteria that matches the plans IPS. Investment Due Diligence Reports then allow you to monitor the investments on an ongoing basis and deliver quarterly reports at the touch of a button. For your participation in the 2008 DCP Advisor Satisfaction Survey, we will provide you access to iScout for 90 days or 15 reports, which ever comes first! |