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Feedback Requested: Retirement Plan Prospecting Data and Analytics

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Oct 9, 2019 3:26 pm

Hope this message finds you all well.

I’m the founder of a business which recently launched a 401k prospecting data service (similar to Judy Diamond and Mi-Edge, but substantially cheaper and easier to use) and am just starting to roll it out to the market.

We are looking for early users and some feedback - I thought your forum might be a good place to start. How can we best serve you and be helfpul?

We have a free-trial (no credit card needed) so you can take it for a test run. Very happy to share a longer free trial for those that are interested and have feedback!