Every second an advisor spends hunting for the “right” plan name is a second not spent with the client.

A missing ampersand.
A different filing format.
An abbreviated company name.

Small friction points — but they slow down rollover workflows, create frustration, and impact advisor efficiency at scale.

That’s why we enhanced Intelligent Plan Lookup in InvestorCOM’s RolloverAnalyzer.

Now advisors can search naturally:
– “Procter Gamble” → finds The Procter & Gamble Company
– “Walt Disney” → surfaces the correct plan instantly
– “Bank of Am” → resolves automatically before the search is even complete

No exact punctuation.
No guessing how the Form 5500 was filed.
Just faster access to the right plan data.

To see it in action, visit investorcom.com/demo