RetirementLens provides comprehensive retirement plan analytics to asset and wealth management advisors. Our platform is designed for RIAs who want to optimize operations and grow AUM through data-driven insights.
Access comprehensive Form 5500 data across all U.S. corporations with AI-powered insights and advanced filtering capabilities.
Search across 8 asset classes including Mutual Funds, Commingled Accounts, and Pooled Separate Accounts. Find exactly what you're looking for with full-text search capabilities.
Visualize security breakdowns across plans with interactive charts, tables, and filters. Analyze by plan AUM, sponsor name, and investment amounts.
Ask natural language questions about retirement data and receive intelligent insights. Get answers about fund adoption, plan comparisons, and market trends.
User: RIA analyst researching Pooled Separate Accounts that include Vanguard funds.
Step 1: Selects "Pooled Separate Account" asset class
Step 2: Searches "Vanguard" in the search bar
Step 3: Selects "Vanguard T Retirement 2035" from results
"The largest investor in Vanguard T Retirement 2035 among pooled separate accounts is ABC Corp 401(k) Plan with $128M invested."
Join leading RIAs who trust RetirementLens for comprehensive retirement plan data and insights.
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