401KEXCHANGE IS PROUD to announce the unveiling of iScout; a cutting edge investment analysis tool that is designed to help advisors acquire new plan sponsor clients and retain existing plans under management. 

 

iScout, is an internet based program featuring both Investment Benchmarking and Due Diligence tools that generate presentation ready reports specifically designed for plan sponsors to understand. The premier of iScout will take place at ASPPA 401(k) Summit, one of the largest and most well respected forums for retirement sales and investment professionals.

 

Putting our market research background into full gear, 401kExchange reached out to the heart of their extensive advisor community to understand the sales – and education – process for targeted plan sponsors. The result is a specialized tool that allows an advisor to demonstrate their proficiency and expertise, and earn the trust of plan sponsor prospects that have existing 401(k) plans in place.

 

The design of iScout reflects these results as it allows advisors to deliver a professional benchmarking report featuring the incumbent fund line-up against a proposed line up based on criteria established by the advisor. The advanced technology of iScout also allows the advisor to easily create and deliver quarterly due diligence reports to the sponsor.

 

All reports use updated Morningstar data, are simple to create, and can be emailed directly through iScout or printed and delivered in person. The program is designed to give advisors the competitive edge on closing plan sponsor prospects while keeping their existing clients appreciative and compliant.

 

The official launch of the iScout program is scheduled for Sunday February 10th at 10am during the Sales and Marketing forum at the ASPPA 401(k) SUMMIT in Orlando, Florida. For those in attendance, a full demonstration of the Benchmarking & Due Diligence tool will be hosted by Jay Bloom in the 401kExchange Exhibitor Booth, #314, at 12:15 on Sunday and again at 12:15 on Monday.