Infinata Announces Latest Release of Retirement PlanVision with Integrated Morningstar Data

Robust Solution Leverages Audit Reports in Addition to Form 5500

JULY 9, 2015 – BOSTON, MA -- Infinata today announced the latest release of Retirement PlanVision™, a cloud-based analytics and intelligence solution for retirement plan professionals. The latest release features integrated Morningstar data including the Morningstar Rating™ for funds and the Morningstar Analyst Rating™ for funds.

Register for the Retirement PlanVision Live Demo: https://attendee.gotowebinar.com/register/4358522734137421569

Retirement PlanVision provides a leading solution for retirement professionals with searchable fund information and Morningstar ratings. Retirement professionals have actionable intelligence to advance the sales cycle and better pursue prospects with detailed and reliable fund information.

Key features of Retirement PlanVision:

  • Integrated Morningstar Data
  • Lead Lists by Plan Design Flaws
  • Detailed Retirement Plan Fund Profiles
  • Searchable Investment Data from Audit Reports

“Including Morningstar data has enabled us to release what we believe is the most comprehensive retirement prospecting tool on the marketplace today,” said Ruth McHenry, managing director of Infinata.

About Retirement PlanVision

Retirement PlanVision is a leading 401k prospecting and analytics solution that integrates and analyzes sponsor, fee, plan, fund, and performance data from more than 1.5 million corporate retirement plans in the United States. Learn More: http://infinata.com/retirement