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Press release:

Now Available -- Professional Website Services and Plan Data Intelligence

Issued by:

Date: Aug. 17, 2016

August 17, 2016 -- We are happy to announce the release of two new products to help you Win Clients.

Professional Website Services.
Subscribers to our Professional Website Services will receive website design and hosting services as well as semi-monthly client newsletters. Now your website can be representative of the professional services you provide. Some features we provide include:

  • Continually refreshed content - Semi-monthly client newsletters included
  • Mobile ready - Optimized Displays
  • No installation or start-up fees.
Plan Data Intelligence ReSource.
Perform fast searches of Form 5500 data to find new clients or help your financial partners find new clients. Some benefits include:
  • Gain Insight and intelligence into all qualified plan filings and their ATTACHMENTS.
  • Access to the most recent information - our database is constantly refreshed
  • Search schedules of assets for specific assets or asset types to create your winning strategy
Call us at 612.605.2266 or email sales to schedule a demo today.


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