Whether you are an individual investment manager searching for new leads or an institutional analyst developing a sales/marketing strategy, Infinata's portfolio of wealth prospecting solutions will improve your retirement plan business development efforts.
Directory of Plans and Managers
Plan Sponsor Insight is an intuitive online directory of retirement plans with at least $20m USD in assets - and the people who run them. Using powerful search and customization functions, Plan Sponsor Insight enables investment managers to identify business development opportunities in their territory which match specific desired criteria. With detailed profiles on 50,000 plan sponsors, 400,000 executives and officers, asset allocation, investment data and more, our database provides the intelligence and leads you need to increase your business with corporate pension plans, public plans, foundations, endowments and union/Taft-Harley plans. Plan Sponsor Insight
Strategic Corporate Plan Analytics
Retirement PlanView is an innovative and unique online intelligence system providing analytic insight into corporate plans of all sizes. Featuring institutional plan-level data and detailed fund profiles, Retirement PlanView enables clients to benchmark performance and develop business development strategies for financial advisors, analysts and investment professionals. Analytics include territory analysis, benchmarking reports, competitive performance opportunity reports, fee analysis and custom segment comparisons. Retirement PlanView
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