Prospecting, plan conversion and client retention have never been easier
The Advisor Lab is your single source for the complete client lifecycle—prospecting, plan conversion and client retention.
Prospecting with PlanFinderSM
Easy to use and mobile optimized to access your geolocation to identify prospects and clients near you. It’s easy-to-use and intuitive—it almost does the prospecting for you.
Benchmarking with the Plan DiagnosticSM Report
Show your prospects the value you bring. This report provides framework to have discussion with plan sponsors and allows you to easily explain what is working and what’s not.
Comparing plans with the Retirement Plan Efficiency AnalysisSM report
Save significant time and expense while delivering tangible value in client meetings. Generate a detailed report in minutes with a side-by-side provider comparison.
Proposing on plans and growing your brand
The self-service proposal system is easy, quick, and intuitive and allows you to brand a proposal for your firm. It’s comprehensive so there’s no need to cobble different documents together.
Annual Plan Review and Benchmarking report
Provide value to your clients. Review plan investment performance and operations, compare to similar plans, and identify opportunities for improvement.
All-In-One Fee Report
A consolidated report to assist you and your clients in meeting fiduciary responsibilities.
Make managing your client relationships more efficient by connecting with PCS integration partners
Platform integrations are designed for efficiency and to give you the tools you need to provide the necessary fiduciary support to plan sponsors and their employees.
For wealth management
- Black Diamond
- Envestnet (EWS)
For investment compliance
Help your plan sponsor clients streamline their payroll integration with PaySnap
Your clients can easily enroll new employees and validate census and payroll data for accuracy. The PaySnap system integrates with over 30 leading payroll providers.
Here’s what you should know about managing retirement plan investments on the PCS platform
No proprietary investments
There are no proprietary investments—no conflicts of interest—so you can always pick the investments that are best for your clients. We pride ourselves on offering a truly independent platform with no hidden agenda or funds to push. Customize your fund lineups and models by choosing from a diverse menu of more than 21,600 mutual funds and ETFs.
Investment Management Center
The Investment Management Center gives you a single platform to easily add, replace, rebalance, or transfer funds across all your defined contribution plan lineups or model portfolios. This platform—integrated into our recordkeeping system—is designed to save you time and reduce the fiduciary complexity associated with managing retirement plan investments. You can offer sophisticated investment solutions to smaller plans and no longer have to offer off-the-shelf group annuities and target date funds.
No fund restrictions
We offer no “pay-to-play.” Unlike many bundled providers that limit fund selection to those that meet the provider’s fee sharing requirements, there are no restrictions on the available funds.
Fair and transparent pricing
PCS is committed to fair pricing and full fee disclosure. We want you to always know who you are paying and for what services. A hallmark of our platform is the offset of all mutual fund revenue—including both 12b-1 fees and sub-transfer agency fees—against investment management, recordkeeping, trustee and custodial expenses.