403b

This site features a custom PHP/MySQL administration area that allows the client to upload very, very long lists of financial advisors and match them (and their companies) with mutual funds, families and 403b plan providers. Visitors to the site can look up their employer and find a plan – and a financial advisor – to fit their needs.

We recently added a comprehensive fund query tool that filters funds based on a variety of search fields and links directly with MorningStar data.