Tools & Technology
NAPAFIRMPARTNERS
Summit, NJ • markovprocesses.com
New York, NY • judydiamond.com
Judy Diamond Associates
Markov Processes International (MPI)
Key Contact(s)
Key Contact(s)
Eric Ryles 202.370.4811 • eryles@alm.com Jake Smith 202.370.4813 • jsmith@alm.com George Lindley 202.370.4812 • glindley@alm.com
Jeff Schwartz 908.608.1558 • jschwartz@markovprocesses.com Dennis Baldi 908.608.1558 • dbaldi@markovprocesses.com
Firm Profile In Business Since: 1986 Judy Diamond Associates has been synonymous with the Form 5500 since 1986. JDA, now a part of ALM, Global, LLC, is the industry-leader in turning raw 5500 data into actionable intelligence. Our Retirement Plan Prospector platform is used daily by thousands of brokers and advisors to help them identify, contact, and win new clients.
Firm Profile In Business Since: 1996 Markov Processes International (MPI) is a global leader in software and services for investment analytics, monitoring, and reporting that illuminate the forces driving fund behavior. MPI products allow investment professionals to enhance their due diligence, asset allocation, risk analysis, and content distribution, empowering them to be more efficient and scalable while differentiating themselves in a crowded marketplace.
Product / Service Category
Judy Diamond provides the only suite of performance-based benchmarking tools in an easy-to-use online database. Our sole focus is ensuring that your sales and marketing efforts are effectively directed at the plan sponsors most likely to make a significant change in their plan this year.
Software
Product / Service Category
MPI knows the challenges advisors face. With streamlined workflows backed by the analytic strength of our institutional tools, advisors can protect and enhance their practices and increase competitiveness with flexible plan reporting, unmatched QDIA monitoring with TDF suitability reviews, and custom scorecards powered by MPI’s best-in-class analytics that alert advisors to key changes in funds. • Custom fund scorecards with 100+ analytic options. Use defaults or specify thresholds, weights, and watchlist criteria. • Target-date suitability analysis helps sponsors determine the TDF family that best fits the needs of their participants. • On-the-fly analytics allows unparalleled flexibility such as ability to change a fund’sbenchmark and peer group. • Powerful, customizable reporting differentiates advisor practices through better analytics and unique content. • Global fund view aggregates investment products across an advisor’s book of business, allowing efficient commentary and replacement of problematic funds.
Advice/Guidance, Software
Product / Service Description Retirement Plan Prospector uses a unique combination of plan performance metrics to quantitatively score every Defined Contribution plan in the country. With over 800,000 total records, finding your next big client has never been easier. Our team has distilled 40 years of market experience down to the essentials, and has embraced the lessons taught to us by our most successful clients. Employers often consider changing their advisor based on issues with plan design, administration, or performance. We’ve built Retirement Plan Prospector to recognize these signs, and have developed a set of tools to help you take advantage of these precursors to change. • Red Flags: 20 plan characteristics that indicate problems with the plan • Plan Scorecard: Evaluate plan performance across 7 key metrics • Performance-based Benchmarking: Show the plan sponsor how their plan stacks up against their closest competitors • Pre-generated Talking Points: Plain English descriptions of how to discuss issues in a language that the plan sponsor can understand • Dynamic Marketing Letters: A dozen professionally written marketing letters that auto-populate relevant data from the plan and the broader industry • Graphic-Rich Report Builder: Leave behind a Judy Diamond plan report complete with your own company’s logo
Product / Service Description STYLUS WEB - Advisor Workflow Institutional Strength.
TDF RADAR – TDF Selection & Monitoring MPI Target Date Radar, available within Stylus Web, is the most effective advisor tool to evaluate and monitor TDFs and help plan sponsors choose suitable funds for their plans. Key Features: • Suitability Questionnaire • TDF Comparison Dashboard • Industry’s Most Comprehensive Reporting
With Judy Diamond’s Retirement Plan Prospector, you can boost your sales effectiveness for as little as $69/month. Start your free trial and book a demo with our team to learn more.
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