O3 Edge gives you a unique competitive advantage with access to retirement plan expertise you can’t get anywhere else.
Search Tool Success
Identify the right prospects fast. Our database sources unique insights from over 700,000 U.S. retirement plans updated monthly. Filter results of rich analytics based on criteria such as location, plan type, service providers, and size of plan by participants and plan assets.
Easily Identify Plans
Our advanced search filters make it simple to find the right plan prospects for you.
Summary of Plan Performance
Get rich insights and analytics on current plan performance and relevant info for the last 10 years in one report.
CRM Friendly Export
Transfer plan information and contact details to your CRM system seamlessly.
Manage Prospect Lists
Create a watchlist of plan prospects and receive notifications in real-time on plan updates.
Personal Plan Experts on Your Team
While other prospecting services remain impersonal and leave you to the time-consuming task of “figuring it out” on your own, we opt for one-on-one support with personal plan experts dedicated to help you reach your goals. Your plan expert is here to answer questions and provide observations that help expand talking points and opportunities.
Better understand your prospect's needs with an expert partner to help analyze areas of opportunity.
Support Along the Way
Access a deep and wide bench of retirement plan experts to help you grow your business.
Our arsenal of content makes it easy for you to get started, identify the right prospects quickly and communicate your value clearly.