PHILADELPHIA and NEW YORK, April 3, 2017 /PRNewswire/ --
BizEquity today announces the addition of '5500 Benefit Plan Data', or Qualified Investment Plan Data, to its successful Big Data Prospector feature on the Advisor Office platform and online service, allowing advisors, bankers, and planners the ability to better serve existing and prospective clients. To date, BizEquity has helped over 200,000 business owners in the US, UK, Singapore and India discover and monitor their business value and potential.
BizEquity has served over 440 financial services clients that license their patented cloud based Big Data service. The addition of this new data asset into their big data file of over 33 million businesses will help the nearly 700,000 advisors and bankers in the US to target and better serve their clients with retirement planning assets.
"As an advisor, BizEquity has helped me find new prospects and care for more existing clients better by being able to add a new capability in my arsenal. Now with the addition of this new data asset it will help me find the over one million businesses with retirement planning needs," said James Erben, CEO Erben Associates, an M Financial member company.
Jeffrey Fleischman, CMO of Penn Mutual Insurance added: "BizEquity has been a tremendous service for our advisors at Penn Mutual to work and have success with. Their commitment to continuing to innovate an already powerful data service shows their desire to help the private companies and the advisors that serve."
Vice President of Data and Engineering for BizEquity Amir Tahvildaran concluded with, "BizEquity will not stop adding data to our patented service until we provide the most powerful insight for every private company and for the advisors that serve them. The incorporation of 5500 data is another step in our US market file to show our big data on small business leadership."
BizEquity is providing this new data capability for free to any existing or new Advisor Office client until June 1st, 2017.
More information can be found at Advisoroffice.BizEquity.com
For further information please contact:
Richard Morgan Evans, Kathleen Edmondson, Harriet Adams & Sarah Cooper-Lesaad