Michael The Spyglass tool is terrific. It is incredibly flexible given you multiple options to develop targeted lists by areas, by plan size, investments, ratings etc. Unlike many other options the people at BrightScope are constantly looking for ways to improve the system to benefit the advisors who use the system and I highly recommend it.
Hi Michael! BrightScope does offer Spyglass, a prospecting tool, that allows you to find plans across our database using various search criteria, including city or zip code. If you are interested in learning more about Spyglass, please contact us directly at Spyglass@BrightScope.com.
Yes, with FreeERISA. BrightScope also offers the service for a fee.