Put your CRM on autopilot with access to historical plan and provider data.
Real-time CRM updates through our new API
The MarketPro Retirement API (powered by BrightScope) delivers historical US retirement data from 2009, sourced from the Department of Labor Form 5500, and quarterly updates that keep the dataset current.
Discover new opportunities with live access to field updates in our retirement dataset.
Retirement Plan Intelligence
Integrate 10+ years of trended plan-level investment and service provider intel covering over $7T in assets across 65K of the largest plans.
Access Proprietary Metrics
Get up-to-date metrics such as BrightScope Rating, Total Plan Cost Rating, Company Generosity Rating, Salary Deferral Rating, Participation Rate Rating, and Account Balance Rating.
Refine Retention Strategies
Build and strengthen relationships with up-to-date plan provider information, keeping your team well-equipped with actionable insights.