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.

Hands down one of the best tools in the industry.

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

Once you have a prospect, what if you could compare 401(k) fees and investments by 𝙎𝘾𝘼𝙉𝙉𝙄𝙉𝙂 the incumbent’s fee 𝙙𝙞𝙨𝙘𝙡𝙤𝙨𝙪𝙧𝙚 𝙙𝙤𝙘𝙪𝙢𝙚𝙣𝙩𝙨 into a system? You now can using (k)quote’s first to market PDF Analyzer. Our goal is to give our users the ability to build accurate investment and asset weighted fee comparisons in 10 minutes or less, allowing your team to control the conversation on why the plan sponsor should work with you. Let us help you focus on what’s important, closing plans (not data entry).

1. Scan Data In

2. Confirm Incumbent Plan Information

3. Select Fund List

4. Download Reports

Wait! We’re NOT just a sales tool!

(k)quote is a CRM too! Allowing you to build lead lists of prospects to market to! The problem with using a CRM tool anywhere else is that 5500s update making your leads obsolete. (k)quote allows you to tag your notes to the company and updates the 5500 data (without deleting your notes on that lead) so you don’t lose the information you need to set more meetings. (k)quote makes your notes an asset to the firm allowing you to set more meetings!

CONTACT US

Don’t be a stranger!

If your team builds a large volume of side by side retirement plan comparisons, we’d love to show you a demo of how we can improve the process.

Contact us Today!

Email:

[email protected]

Phone:

818-937-4720

Advisor

Recordkeeper

Address:

3355 Cochran St., Suite 101, Simi Valley CA 93065.

2023