Planisphere

Your start-to-finish qualified plan sales solution

Planisphere is the next step in the evolution of qualified plan sales. Unlike any other product on the market Planisphere will guide you through every step of the sales cycle, helping you to work smarter, be more efficient and look like the professional you are in the process. Planisphere runs in all popular web browsers, tablets and smart-phones. It’s also flexible, allowing for on-the-fly customization of search fields and results.

All of the searchable features of DataMaster Pro, plus so much more:

Search for your best prospects using our sleek new user-friendly interface. Data enhancements include:

  • CPA audit information that you won’t find in any other product. This new data is the most sought-after information in the industry with detailed information on plan investments.
  • Real-time data feeds coming directly from the Department of Labor just minutes after it?s been released?months before it becomes available in electronic format and is incorporated into the products of directory vendors.
  • Monthly updates from our call center and supplemental data from outside sources including an increasing number of email addresses.

Attention Grabbing Reports

 

Plan Executives indicate that face-to-face meetings are their preferred method of interaction with financial advisors. And we’ve added 2 new attention-grabbing reports for this purpose.

Our Plan Performance Report combines performance ratings, benchmarking tools and eye-catching graphics to alert and hold the attention of plan decision makers.

The 401(k)FiduciaryOptimizer is without peer. It’s insight into management fee savings and asset diversification cannot be ignored by plan execs wanting to avoid fiduciary liability issues.

If you want to get in the door these tools are indispensable.

Search Tab Leads Directly to Problem Plans

We have tagged thousands of plans with obvious compliance and liability issues. Plans with Low Performance Ratings, Fiduciary Issues, Obvious Risk Factors, Corrective Distributions, and Late Contributions are quickly located.

Combining the Tab appropriately titled “Red Flags” with other selection criteria, advisors can access any or all of the flagged plans that they want.

We refer to these as “The Low-Hanging Fruit.” These attention grabbing issues are instant door openers.  Turn these over to your staff, make that initial contact and start growing your business today.

Customized Benchmarking tools

Plan sponsors aren’t always convinced that they need to make a change. Don’t just tell them show them! Planisphere allows you to instantly generate full-color graphs benchmarking a prospect’s plan using fees, participation rates, investment performance and more. Generate comparisons and then show the prospect how their plan stacks up against others.

Look More Professional

So you’ve made your first contact with a prospect? What next? Planisphere allows you to instantly create an unlimited number of detailed sales proposals with pre-populated fields of plan information. The proposal is already done for you with generic compliance-friendly language, ready to print on your letterhead or send via, email or smartphone. If you prefer, customized proposals can be prepared using your own compliance-approved language and saved for future use.

Discover Hot New Trends

You’ll have at your fingertips real-time market intelligence on searches taking place right now in your local market and from around the country. Using live information from active users you can stay on top of the products, plan types, & features your competition is searching for. You?ll also see what markets are being ignored and under-prospected.

Track Your Sales Pipeline

Now it’s easier than ever to build and track your sales pipeline. With Planisphere you will be able to build and track your own dynamic sales pipeline. You can quickly and easily tag selected prospects for follow up; enter and save private notes on contacts; generate custom reports and set reminders for follow-up with email.

Navigate the Sales Cycle Smarter

Learn more effective and efficient ways to get the most of your leads