With detailed investment and provider data on 50,000 defined
contribution plans covering over $3 trillion of assets, BrightScope
Beacon is the premier enterprise business intelligence, sales
strategy and prospecting software in the retirement marketplace.
Targeting the Best Sales Opportunities
BrightScope Beacon allows your sales team to
identify the biggest sales opportunities:
High Fee Plans.
Opportunities Resulting From M&A Activity.
Evaluate Plan Investment Performance
BrightScope Beacon allows your team to evaluate
investment performance for 50,000 defined
contribution plans. Quickly find unique sales and retention opportunities for your funds.
Knowing how long a plan has been with their current recordkeeper, or how long a fund has been on a lineup can be a crucial piece of information in the sales and prospecting process. Beacon Trends™ helps you leverage historical data to sell more effectively.
Sell Smarter with Smart Territories™
BrightScope Beacon's Smart Territories™ feature helps you design sales territories that match your sales opportunities.
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.