Transform the way you
prospect, win and service clients.
Top retirement plan advisors have discovered a more efficient path to prospecting prime
opportunities, winning more business, and providing exceptional service. By using BrightScope’s
Spyglass sales intelligence solution, advisors gain access to detailed, trended insights across key
plan attributes such as plan characteristics, fund lineups, performance, participation rates, and assets.
Benchmark plans by industry, plan size, or peer groups.
Develop creative strategies that increase engagement and optimize plan design.
Demonstrate expertise with engaging, customized plan reports that open
doors and steer conversations.
Spyglass Data Covers: 62,000+ 70+
401k and 403b Plans Unique Data Points