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Beacon

Beacon is the industry's premier integrated market intelligence solution that fosters higher sales, higher retention, and a streamlined approach to management reporting and analytics.

Fuel growth with the right data.

With the ability to choose from BrightScope’s comprehensive proprietary datasets such as Retirement Plan Intelligence, Advisor Intelligence, and Institutional Intelligence, you see the full picture and can make faster, proactive, data-driven decisions.

Retirement Plan Intelligence

Access trended plan-level investment and service provider details across 57,000 of the largest DC plans covering over $4 trillion in assets.

Advisor Intelligence

Quickly research and target the right advisors with detailed data on every financial advisor, consultant, RIA, and broker-dealer in the United States.

Institutional Intelligence

See the complete picture of key features and details for all registered defined benefit plans, foundations, and endowments.

Lead the way in retaining, servicing, and prospecting plans and advisors.

Easily benchmark plans, review plan details and investment menus, analyze territory structures, and uncover hidden market opportunities, so you know exactly where to target your best efforts, products, and strategies that win and retain business.

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Improve Market
Segmentation

Identify the best prospects and opportunities by geography, territory, investment product, or management style.

Target the Right Advisor
with the Right Message

Quickly research and target the right advisors with the right messages with detailed data on every financial advisor, consultant, RIA and broker-dealer in the United States.

Refine Retention
Strategies

Build and strengthen relationships with up-to-date information for any advisor, firm, team or branch across any channel.

Tackle the most demanding initiatives.

Transform the way you see, understand, and leverage your data resources and drive more targeted and effective distribution efforts with BrightScope Beacon.

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Industry
Datasets

Improve your industry knowledge with detailed profiles on every retirement plan and financial advisor.

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BI &
Analytics

Use BrightScope's search and reporting interface to view trended charts and analysis.

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Trend
Analysis

Understand how the nature of a plan's fund lineup or an advisor's book has changed over time with BrightScope's trended data.

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CRM/Data
Integration

Ensure you have up-to-date contact information on every client and prospect in your CRM.

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Data
Management

Ingest BrightScope's quarterly data feeds to incorporate market intelligence into your data warehouse and downstream systems.

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Find out more about how BrightScope solutions can help you and your business.

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