Strategic Insight and PLANSPONSOR Introduce Pathfinder 2.0
Poster: SySAdmin
Posted on June 21, 2011 at 11:21:01 AM
Strategic Insight and PLANSPONSOR Introduce Pathfinder 2.0
Web-based search tool helps advisers compare retirement plan providers, conduct due diligence and win new business
STAMFORD, Conn., June 21, 2011 /PRNewswire/ -- Strategic Insight and PLANSPONSOR have introduced Pathfinder 2.0, a unique web-based tool that enables financial advisers with a retirement plan practice to:
-- Compare and select retirement plan providers that best match plan
sponsor needs
-- Retain clients with a higher degree of efficiency
-- Increase productivity and close-ratio for new business
Pathfinder 2.0 has an individual adviser version as well as an enterprise version for Broker Dealers, Registered Investment Advisers (RIAs) and Defined Contribution Investment Only (DCIO) firms that seek to provide additional services to advisers.
According to Kevin Ng, Pathfinder Product Manager, "In an increasingly complex and demanding regulatory environment, alongside a heightened awareness of the importance of fee transparency, Pathfinder 2.0 offers retirement plan advisers a proven tool and process to facilitate the complex business of conducting a comprehensive RFP. Pathfinder also allows advisers to more easily standardize and document their search and due diligence process."
With Pathfinder 2.0, financial advisers receive:
-- The ability to tailor a search across the nation's leading recordkeepers
-- Quick and easy access to an extensive library of RFP/RFI questions
-- Detailed side-by-side comparisons of the 401(k) industry's top service
providers
-- Access to Strategic Insight's mutual fund and ETF investment data
-- Customized client reports
For more than a decade, Pathfinder has provided retirement plan advisers with the most up-to-date and comprehensive database of the nation's leading retirement providers. Today Pathfinder clients include the nation's leading broker/dealer, independent broker dealer, RIA and DCIO firms. The new release is built on Salesforce.com's Force.com web-based platform.
About Pathfinder
Pathfinder is a product of Asset International's Strategic Insight, one of a family of information and technology solutions companies that have provided research, information, data, and technology solutions to retirement advisers, mutual funds, hedge funds, broker dealers, pension funds, 401(k) plans, sovereign wealth funds, endowments, financial advisers, and custodial banks for nearly a quarter century. Other key Asset International brands include Simfund, SimfundGlobal, Annuity Insight, PLANSPONSOR, PLANADVISER, Global Custodian, aiTrade, aiCIO and Plan For Life. The company has offices in New York, Hong Kong, London, Melbourne, Boston, and Stamford, CT.
For more information, please visit us at http://www.pathfindersearch.com or contact Matt Savage at sales@pathfindersearch.com or at 800-761-9941.
SOURCE Asset International
Asset International
Web Site: http://www.pathfindersearch.com
Web-based search tool helps advisers compare retirement plan providers, conduct due diligence and win new business
STAMFORD, Conn., June 21, 2011 /PRNewswire/ -- Strategic Insight and PLANSPONSOR have introduced Pathfinder 2.0, a unique web-based tool that enables financial advisers with a retirement plan practice to:
-- Compare and select retirement plan providers that best match plan
sponsor needs
-- Retain clients with a higher degree of efficiency
-- Increase productivity and close-ratio for new business
Pathfinder 2.0 has an individual adviser version as well as an enterprise version for Broker Dealers, Registered Investment Advisers (RIAs) and Defined Contribution Investment Only (DCIO) firms that seek to provide additional services to advisers.
According to Kevin Ng, Pathfinder Product Manager, "In an increasingly complex and demanding regulatory environment, alongside a heightened awareness of the importance of fee transparency, Pathfinder 2.0 offers retirement plan advisers a proven tool and process to facilitate the complex business of conducting a comprehensive RFP. Pathfinder also allows advisers to more easily standardize and document their search and due diligence process."
With Pathfinder 2.0, financial advisers receive:
-- The ability to tailor a search across the nation's leading recordkeepers
-- Quick and easy access to an extensive library of RFP/RFI questions
-- Detailed side-by-side comparisons of the 401(k) industry's top service
providers
-- Access to Strategic Insight's mutual fund and ETF investment data
-- Customized client reports
For more than a decade, Pathfinder has provided retirement plan advisers with the most up-to-date and comprehensive database of the nation's leading retirement providers. Today Pathfinder clients include the nation's leading broker/dealer, independent broker dealer, RIA and DCIO firms. The new release is built on Salesforce.com's Force.com web-based platform.
About Pathfinder
Pathfinder is a product of Asset International's Strategic Insight, one of a family of information and technology solutions companies that have provided research, information, data, and technology solutions to retirement advisers, mutual funds, hedge funds, broker dealers, pension funds, 401(k) plans, sovereign wealth funds, endowments, financial advisers, and custodial banks for nearly a quarter century. Other key Asset International brands include Simfund, SimfundGlobal, Annuity Insight, PLANSPONSOR, PLANADVISER, Global Custodian, aiTrade, aiCIO and Plan For Life. The company has offices in New York, Hong Kong, London, Melbourne, Boston, and Stamford, CT.
For more information, please visit us at http://www.pathfindersearch.com or contact Matt Savage at sales@pathfindersearch.com or at 800-761-9941.
SOURCE Asset International
Asset International
Web Site: http://www.pathfindersearch.com