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.
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.
Once the deal is closed, our system will automatically build a mapping of the assets between the incumbent recordkeeper platform and yours.
1. Scan Data In
2. Confirm Incumbent Plan Information
3. Select Fund List
4. Download Reports