Welcome to (k)quote®

Use first to market technology to benchmark and compare 401(k) plans, quicker!

what we do

Our Featured Services

(k)quote® offers first to market technology, resources, and insights for advisors and recordkeepers to make the most of your prospects and sales process. This platform is game changing and will let your team focus on the things that move the needle and put themselves in the best position to win more business.

Control the Narrative, Control the Business

(k)quote®’s mission is to allow your internal desk, consulting practice, or broker dealer to build accurate investment and asset weighted fee comparison in 10 minutes or less, allowing your team to control the conversation on why your advisor’s plan sponsor prospects should move.

Document Library

Getting the correct data can be just as difficult as any other part of the plan comparison. (k)quote® maintains and is growing a database of keystrokes to collect the appropriate data.

PDF Analyzer

The hardest part of running a comparison is getting the incumbent’s plan information into an actionable format. With (k)quote, you can scan the 408(b)2, 404(a)5, or annual contract reviews the same way you would when you deposit a check at an ATM. Additionally, you can manually input the data or upload an excel sheet.

Morningstar Star Rating™ & Returns

Sort proposed funds by returns, expense, or star ratings. (k)quote® maintains a database of return information for Mutual Funds, CITs, Separate Accounts, and ETFs.

Automated Mapping

Once the deal is closed, our system will automatically build a mapping of the assets between the incumbent recordkeeper platform and yours.

I’ve won a few plans this year with (k)quote accompanying our proposal. Definitely makes a major difference with non-specialist advisors in my territory!

We already won this plan and largely because of the side by side illustration…and some sales tactics.

HOW IT WORKS

Quoting, More Efficiently

(k)quote is flexible and can accommodate the needs of your firm. It’s possible for (k)quote to handle different compliance requirements, logic, or client facing reports specific to your firm and compliance needs.