Want To Make Your 401(k) Benchmarking Process Easier?
Speeding Up The Comparison Process For Your Internal Desk or Retirement Practice Is What We Do Best!!!
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PDF Analyzer
Fee Disclosure RoadMAP
Fee Benchmarking
Investment Comparison
World Class Recordkeepers & Advisors Love Using (k)quote
See For Yourself…
Anthony M.
Verified (k)quote User
"Hands down one of the best tools in the industry."
Matt M.
Verified (k)quote User
"Just so you have the feedback in writing from me, I’ve won a few plans this year with (k)quote accompanying our proposal."
Michael F.
Verified (k)quote User
"The investment comparison report is a game changer!"
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So, Why (k)quote?
(k)quote Is The Secret To Your Growth
Without (k)quote
- Lack Of A Good RFP Process
- Different Tools
-
Confusing Sales Process
-
Sadness
With (k)quote
- A Process That Works Quickly
- Integrated Tools
-
Organized Sales Process
-
Opposite of Sadness
Do You Like Feeling The Opposite Of Sadness?
Then Sign Up For A (k)quote Free Demo Today!
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But That’s Not All (k)quote Does...
(k)quote Gives You Everything You Need To Drive More Sales!!!!
All In One Convenient Spot!
(k)quote Is…
Get access to training videos on making "cents" of 408(b)2 and 404(a)5 fee disclosure documents.
With the Fee Disclosure Training, you'll:
- Get a detailed analysis of what to look for.
- Have confidence that the fees you're showing are correct.
- Save time by knowing exactly where to look on each document.
(k)quote Is…
Your Fee Disclosure RoadMap
- Get the data you need faster with website images of exactly where your sponsors can find their fee disclosure documents (to ensure it's easy for them to forward you what you need).
-
Know exactly what documents you need vs. receiving incomplete information.
- Get exclusive access to videos on how to read the fee disclosure documents.
(k)quote Is…
Your PDF Analyzer
Turn your fee disclosure documents into actionable insights in seconds. Simply scan your data into (k)quote, and the PDF Analyzer will automatically extract all key funds, fees, and performance details—saving you time and eliminating tedious manual work.
(k)quote's PDF Analyzer will:
- Automatically scan in funds, fees, and any other important information on the document.
- Automatically find performance (vs. doing everything manually), even if the document does NOT have tickers or CUSIPs!
- Easily locate group annuity fund performance!
(k)quote Is…
Your Live Bid Fee Benchmarking Reports
- Easily demonstrate your team's expertise and value with a variety of report options.
-
Quickly build live bid weighted and average cost comparisons
- Easily build investment mapping or other after sale reports.
(k)quote Is…
Your Investment Review
Empower your prospects with a clear vision for improved investments—quickly build tailored fund lineups, filter by your criteria, and easily compare current and proposed investments for transparent, sponsor-focused reviews.
With (k)quote's Investment Reports, you can...
- Give your prospects a clear idea of how the investments will be improved.
- Build and filter proposed investment lists based on certain specifications.
- Easily identify incumbent funds to help with your comparison.
(k)quote's (k)Averages Is…
Your 401(k) Averages
Quickly uncover how your clients’ 401(k) fees compare to industry benchmarks across recordkeeping, advisor, and investment categories with (k)quote’s (k)Averages. Deliver value with clear, professional reports that make fee benchmarking simple and actionable.
With (k)quote's Averages you can...
- Give your prospects & clients access to the most accurate set of average data in the industry!
-
Include average data within your live bid analysis!
- Attend meetings with or without live benchmarking data.
Contact us Today!
Email: sales@kquote.com
Phone: 818-937-4720
Address: 3355 Cochran St., Suite 101, Simi Valley, CA 93063