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. Look up form 5500 and filter retirement plan analytics based on criteria like location, plan type, service providers, and size of a 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 10 years of retirement plan analytics and performance insights 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 can leave you to figure it out on your own, we provide one-on-one support to help you reach your goals. Our personal plan experts answer questions, break down retirement plan analytics, and provide observations to help you expand talking points and increase opportunities.
Better understand your prospect's needs with an expert partner to help you examine retirement plan analytics and identify 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.