Retirement Plan Analytics Tool Is Updated

Updates to Retirement PlanVision include Morningstar’s fund ratings data.

Retirement PlanVision, a cloud-based analytics and intelligence solution for retirement plan professionals from Infinata, features integrated data from Morningstar, including Morningstar Rating for funds and the Morningstar Analyst Rating for funds.

The 401(k) prospecting and analytics tool for retirement plan professionals integrates and analyzes searchable sponsor, fee, plan, fund and performance data from more than 1.5 million corporate retirement plans in the U.S.  This actionable intelligence helps to advance the sales cycle and better pursue prospects with detailed and reliable fund information.

Key features of Retirement PlanVision are:

  • Integrated Morningstar data;
  • Lead lists by plan design flaws;
  • Detailed retirement plan fund profiles; and
  • Searchable investment data from audit report.

“Including Morningstar data has enabled us to release what we believe is the most comprehensive retirement prospecting tool on the marketplace today,” said Ruth McHenry, managing director of Infinata.

An online demo is scheduled to take place 11 to 11:30 a.m. (Eastern) on Tuesday, August 4. Registration is here.