Want To Make Your 401(k) Benchmarking Process Easier?
Meet (k)quote.
Speeding Up The Comparison Process For Your Internal Desk or Retirement Practice Is What We Do Best
Get Started in Less Than 60 Seconds - Cancel Anytime
- Compliance Friendly
- Build Your Own Customized Reports
- Use First To Market Technology
Learn More In The Video Below And Sign Up Today!
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!"
Get Started in Less Than 60 Seconds - Cancel Anytime
So, Why (k)quote?
Let’s face it — Building a fee comparison is the best way to sell to 401(k) plan sponsors.
BUT, they take forever to build!!!
That’s Where (k)quote Comes In.
(k)quote will change the way your firm does fee comparisons by turning that huge project into a simple task.
(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!
Get Started in Less Than 60 Seconds - Cancel Anytime
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…
Your Fee Disclosure Training
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
Great, you have the data. Now, just scan it into (k)quote like you deposit a check at an ATM!!!!
(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 Fee Benchmarking Reports
Quickly build professional looking fee comparison reports to aid your sales process! (k)quote can even customize the reports based on your compliance or marketing team's needs!!!
With (k)quote's Fee Benchmarking Reports, you can...
- 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
Easily show why a prospect should move forward with professional looking investment reports.
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 Is…
Your 401(k) Averages
Show your clients & prospects where they stand based on averages of actual fee disclosure documents that have been scanned into (k)quote.
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: [email protected]
Phone: 818-937-4720
Address: 3355 Cochran St., Suite 101, Simi Valley, CA 93063