Financial Services
Seek ongoing insights from Fidelity and Vanguard.
Gain continuous insights on emerging retirement plan features and fees — automated analysis without tedious manual reviews
What retirement plan sources do we read?
Our monitoring solution aggregates structured data from 12 key sources, including sec.gov, dol.gov, and irs.gov, focusing on emerging defined contribution plan features, fee structures, and regulatory interpretations. By analyzing SEC 10-K filings, DOL guidelines, and IRS regulations, we ensure you receive comprehensive insights into the latest developments in retirement plans. Each source contributes valuable information on PlanFeature, FeeDisclosure, and RegulatoryNote, enabling you to stay ahead in a rapidly changing landscape.
100x faster
than manual data collection
What retirement plan data does it find?
The normalized dataset includes critical columns such as id, Source, DocumentType, PlanFeature, FeeDisclosure, RegulatoryNote, EffectiveDate, LastUpdated, and Status. This structured data allows for easy tracking and analysis of defined contribution plans and their evolving features. With this level of detail, you can quickly identify trends and make informed decisions based on accurate, up-to-date information.
90%
faster than manual audits.
Understanding the retirement plan dataset
Our dashboard features 12 insightful widgets designed to provide a comprehensive view of the data. Key widgets include the 'Emerging Defined Contribution Features Over Time' line chart, 'Fee Structures Breakdown by Source' donut chart, and the 'Comparative Analysis of Competitor Features' bar chart. These visualizations enable you to easily interpret complex data and identify significant trends impacting retirement plans.
20+
ANALYTICS AND REPORTING TOOLS INCLUDED
When do we get retirement plan alerts?
Stay informed with our enabled alert rules that notify you of any significant changes in regulatory guidelines or competitor features. You will receive timely updates via your preferred channels, ensuring you never miss important information. Our system is designed to keep you ahead of the curve in the dynamic retirement plan landscape.
95%
REDUCED MANUAL CHECKS
Where does retirement plan data go?
Our monitoring solution seamlessly integrates with various platforms, including API, Email, Power BI, and Webhooks, allowing you to leverage the data in your existing workflows. With these integrations, you can easily export insights and collaborate with your team to make data-driven decisions. This flexibility enhances your ability to respond to changes in the retirement plan environment effectively.
100+
SERVICES TO CONNECT
INITIAL DEPLOYMENT
Limited-scope pilot
You can get started with free test data instantly!
Exact pilot scope and pricing depends on the geographic ranges and data breadth.
Most teams land around €3,000/month for these scoped deployments.
FAQ
USECASES
