Use Pathfinder 2.0 to provide a valuable enterprise-level tool to help your retirement advisers close more business and retain more clients through:

• Enterprise-level branding & disclosure to advisers
• Control over the RFP and benchmarking process for advisers in their network
• Flexibility to manage the process, either through a centralized desk, or distributed to individual advisers
• The ability to assign account privileges based on adviser status

Use Pathfinder 2.0 Individual to close more business and retain more clients by:

• Putting in place a high quality due diligence process for their retirement process
• Establishing a documented record of provider comparisons and ongoing review of existing plans
• Gaining access to the resources of a large organization, with quick and easy access to data on over 50 of the nation's leading recordkeepers

Use Pathfinder 2.0 to add value to an adviser's practice by:

• Deepening relationships with key advisers in helping them build their retirement business
• Providing a powerful tool to assist in the RFP and due diligence process
• Building and/or expanding your brand in the retirement business