Important Announcement From Larkspur Data Resources

Share Article

Powerful New Qualified Plan Prospecting Tool For Financial Advisors

Larkspur Data Resources is pleased to announce the release of Planisphere, the financial industry’s only complete qualified plan prospecting system.

“Our goal was to create a new product that was more than just a simple online directory of 5500 documents, like other products on the market. We wanted to provide real value beyond just the data, something that will help our advisors work intelligently through all stages of the sales cycle.” Eugene Benson, President and Founder

Planisphere was created based on in-depth market research. The product runs in all popular web browsers, tablets and smart-phones. It’s also flexible, allowing on-the-fly customization of search fields and results.

All of the searchable features of DataMaster Pro, plus so much more.
Users will be able to build and track their own dynamic sales pipeline by quickly and easily tagging selected prospects for follow up; entering and saving private notes on contacts; generating custom reports and setting email reminders. Users will have at their fingertips real-time market intelligence on trending searches both locally and from around the country using live information from active users.

Look more professional with the click of a button!
Planisphere allows users to instantly create detailed sales proposals with pre-populated fields of plan information. The proposal is already done for you with generic compliance-friendly language, ready to print on your letterhead or send via, email or smartphone. If users prefer, customized proposals can be prepared using their own compliance-approved language. All proposals can be saved for continual use.

Customized benchmarking tools:
Plan sponsors aren’t always convinced that they need to make a change. Don’t just tell them…show them! Planisphere allows users to instantly generate full-color graphs benchmarking a prospect’s plan using fees, participation rates, investment performance and more. Generate comparisons and then show the prospect how their plan stacks up against others.

CPA Audit data is now available!
Users will have access to the most up-to-date and comprehensive plan intelligence available, including audit reports from the SEC’s EDGAR files and real-time feeds of new data from the Department of Labor just minutes after it’s been released…months before it becomes available in electronic format and is incorporated into the products of directory vendors.

Additional enhancements will include new data from Larkspur Data’s call center, making over 2 million calls per year. Other data fields such as supplemental contacts with job titles, website addresses, sales figures and email addresses are added from a variety of external sources.

Subscribers will be able to view up to 10-years of historical plan data plus an unlimited number of free fiduciary liability reports (where applicable) helping advisors convince prospects that they need to make a change.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Admin
Follow us on
Visit website