For advisors
Delivering retirement plan advisors with an established, repeatable and documentable process for assessing, selecting and monitoring TDFs in three easy steps:

• 1. Decision questionnaire
  Gather information on a plan’s objectives and participant demographics and behavior. Establish preferences across Target-Date Radar Suitability Criteria: Active vs. Passive Management, Open vs. Proprietary Architecture, Non traditional Assets, Landing Point (To vs. Through) and Glide Path Shape (LVI).
• 2. Suitability overview & selection
  Generate a custom scoring system based on Suitability Criteria preferences. Interactively navigate the ranked universe of TDFs.
• 3. Reporting
  Top scoring TDFs are presented in a visually intuitive format with an extensive range of charts and statistics for accurate decision-making. Generate current vs. proposed comparative reports.

For asset managers
Delivering a comprehensive competitor analysis and flexible reporting solution to support the unique needs of TDF product and sales teams at asset management firms.

• 1. TDF competitor analysis
  See how your products stack up against other TDF families through an interactive, easy to use dashboard. Ability to compare quantitative and qualitative metrics at the vintage or family level for both mutual funds and collective investment trusts.
• 2. TDF sales support
  Quickly generate powerful reports that highlight your products’ competitive strengths and address the unique demands of individual advisor clients and prospects. We can also customize our out-of-the-box report to meet your firm’s specific requirements.