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Products June 5, 2020
October Three Introduces Suite of Services to Help Plan Advisers Prospect
The search tool features detailed information on more than 700,000 U.S. retirement plans, and advisers can review the results with an October Three retirement plan partner.
Reported by PLANADVISER Staff
October Three Consulting LLC has launched O3 Edge, a suite of services highlighted by a powerful search engine designed to help retirement plan advisers grow their practices.
The search tool features detailed information on more than 700,000 U.S. retirement plans so advisers can quickly identify unique insights including plan performance and current service providers. Plan advisers can then review the results with an October Three retirement plan partner to easily identify additional opportunities to streamline the prospecting process.
For more information, visit https://o3edge.octoberthree.com/.