Prism:
Comprehensive Plan Fee Benchmarking
Prism provides fast, accurate reports to benchmark:
- Investment fees
- Recordkeeping fees
- Administrative fees
- Advisor fees
Prism365: Advisor Fee and Service Benchmarking
Use Prism365 to benchmark your own fees against our detailed, up-to-date database.
Optimize and successfully negotiate client fee structures
Stand out from the competition with smarter pricing
RFP Express: Instant, Custom Quotes from Leading Providers
Using direct connections with top recordkeepers, RFP Express delivers a fast, accurate, and customized RFP process.
Instant quotes in 5 minutes
Custom quotes in 1 to 2 days
Side-by-side, plan-specific comparisons
Comprehensive, client-ready reports
Deliver Smarter, Faster Fee Insights for Your Clients, Prospects, and Practice
Get the fee insights you need to unlock your power to grow.