Distribution Intelligence Connecting Plans, Advisors, and Providers
MarketPro Retirement is a distribution intelligence platform designed specifically for asset managers, insurance companies, recordkeepers, and plan advisors. Turn fragmented market data into a clear strategy to identify high-value prospects and pinpoint exactly which products to promote.
Fuel growth with the right data
and providers linked to them. Gain a comprehensive, centralized view of the market with
unmatched visibility into:
• Plan Diagnostics: View plans by type, total assets, and participant counts
• Investment Menus: Drill down into specific fund lineups and product utilization
• Geographic Insights: Map out opportunities by territory and location
• Relationship Intelligence: Track the exact connections linking plans to advisors and providers
Retirement Plan Intelligence
Access trended plan-level investment and service provider intel spanning 10+ years across 797K DC plans covering over $7.1T in assets (75K plans and $6.0T in assets with full investment detail).
Discover thousands of full investment detail plans sourced from DOL, IRS, FOIA & Audited Financial Statements updated annually (10 months after end of plan year).
Advisor Intelligence
Quickly research and target the right advisors with 695K+ active CRDs (1.4M including inactive), 327K FINRA, 68K SEC, and 299K dually-registered in the United States.
Explore detailed data on 41K firms and 12K teams; updated daily and sourced from automated sync with FINRA and SEC.
Institutional Intelligence
See the complete picture of 1.5M registered defined benefit plans and $12.7T in assets. View Form 5500 and foundation and endowment Form 990.
Access the most recent features and details with annual updates (10 months after end of plan year).
Lead the way in retaining, servicing, and prospecting plans and advisors
Easily benchmark plans, review plan details and investment menus, analyze territory structures, and uncover hidden market opportunities, so you know exactly where to target your best efforts, products, and strategies that win and retain business.
Identify the Right Opportunities
Focus on the plans and advisors most likely to drive growth. Analyze plan size, investments, providers, and activity, and leverage proprietary plan scores to uncover opportunities that fit your business strategy.
Strengthen Advisor and Consultant Relationships
Build a deeper understanding of the advisors, teams, and consultants that influence retirement plan decisions so you can engage more effectively and deliver more relevant conversations.
Protect and Grow Existing Business
Monitor changes across plans, providers and advisor relationships to identify retention risks, uncover expansion opportunities, and stay ahead of competitor activity.
MarketPro Retirement NEXUS
Understand who influences retirement plan decisions. MarketPro Retirement NEXUS is powered by exclusive consortium data contributed by leading plan advisors and recordkeepers—intelligence unavailable anywhere else.
This proprietary dataset captures real-time advisor-to-plan relationships, manager/product breakdowns, AUM and flows, and service providers at the plan and advisor level. Intelligence that traditional sources like Form 5500 filings increasingly fail to reflect.
Tackle the most demanding initiatives
Industry Datasets
BI &
Analytics
Trend
Analysis
CRM/Data Integration
