Unique Features
Search Tool Success
Identify the right prospects fast. Our database sources unique insights from over 700,000 U.S. retirement plans updated monthly. Look up form 5500 and filter retirement plan analytics based on criteria like location, plan type, service providers, and size of a plan by participants and plan assets.
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Easily Identify Plans
Our advanced search filters make it simple to zero in on retirement plan analytics and find the right plan prospects.
Summary of Plan Performance
Get 10 years of retirement plan analytics and performance insights in one report.
CRM Friendly Export
Transfer plan information and contact details to your CRM system seamlessly.
Manage Prospect Lists
Create a watchlist of plan prospects and receive notifications in real-time on plan updates.
Personal Plan Experts on Your Team
Better understand your prospect's needs with an expert partner to help you examine retirement plan analytics and identify areas of opportunity.
Access a deep and wide bench of retirement plan experts to help you grow your business.
Jumpstart Growth
Our arsenal of content makes it easy for you to get started, identify the right prospects quickly and communicate your value clearly.
Educational Resources
Find topical content, helpful worksheets and more for identifying the right opportunities to grow your practice.
Meeting Ready Materials
Eliminate unnecessary prep and streamline your client conversations with these helpful dialogue documents.
Industry Trends
See the latest news, look up form 5500, and stay ahead of legislative updates and regulatory changes with trend reports that give you the information you need to advise your clients.
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Frequently Asked Questions
As an O3 Edge advisor you will be matched with an elite qualified plan expert. They are here to help illuminate plan data for you and your clients. Your plan expert will also highlight additional areas of opportunity and offer recommendations for new ideas that may be of interest to your clients and prospects. Your personal plan expert will help you strategically identify which prospects align with your current goals and objectives.