Financial professionals who use miEdge are never worried about how to grow their pipeline.
They know how to quickly find current data on asset size, participation, average assets per employee and service providers, just to name a few. You can search for company size, geographic location, Industry segmentation and plan type (401k or 403b). Finding hard to find 12b1 fees, service provider compensation, Consultants and Brokers is easy. miEdge prospecting solutions are always up to date and easy to use. Export data as often as you need it and save commonly used search filters to reduce research time.
CRM integration provides complete management of the sales cycle for the leading CRM platforms. Push leads from miEdge into your CRM platform in one click!
This is the business intelligence you need to create unique value add strategies that open doors and create new clients.