In a matter of minutes, you can generate a detailed report with a side-by-side comparison that addresses the opportunities discovered in The Retirement Plan Diagnostic™. Communicate the features, benefits and overall impact of your value proposition in a concise format that's co-branded and customized to your firm's unique investment models and menus.
This tool is fully integrated with PlanFinder SM and The Retirement Plan Diagnostic SM for seamless data transfer from previously collected prospective plans. With the Retirement Plan Efficiency Analysis SM , you can save significant time and money while delivering tangible value in client meetings.