BrightScope
BrightScope, an ISS Market Intelligence business, is a leading provider of retirement plan, sales, and distribution data for the institutional investment and retirement markets. The platform enables asset managers, wealth managers, and retirement-focused financial firms to identify, target, and retain clients more effectively through data-driven insights. At the core of BrightScope’s offering is Beacon, a powerful, integrated data platform that helps firms build and strengthen distribution pipelines using accurate, up-to-date market intelligence. Beacon provides a unified view of the retirement ecosystem, allowing users to analyze opportunities across plans, advisors, recordkeepers, consultants, and asset managers. As a financial information and analytics company, BrightScope delivers web-based software solutions designed to support retirement planning, wealth management, and product distribution strategies. Its data coverage spans retirement plans, advisors, providers, funds, and asset managers across all major distribution channels.
ABOUT BRIGHTSCOPE
BrightScope provides comprehensive retirement plan intelligence and sales analytics that help asset managers, wealth managers, and financial institutions distribute products more effectively, optimize sales strategies, and deepen client relationships.
The platform enables advanced segmentation, territory planning, and relationship mapping, allowing firms to prioritize high-value opportunities and tailor outreach across advisors, consultants, and retirement plans.
By integrating internal sales data, third-party distribution files, and proprietary market intelligence, BrightScope delivers a unified view of the retirement ecosystem across all major distribution channels.
Its data-driven solutions empower financial institutions to improve decision-making, enhance operational efficiency, and drive more targeted, measurable distribution outcomes.
BRIGHTSCOPE FEATURES & SERVICES
Retirement Plan & Market Intelligence Data – BrightScope delivers comprehensive, plan-level retirement market data that enables asset managers to analyze plan structures, asset allocation, fund usage, and long-term market trends across the U.S. retirement landscape.
Beacon Sales & Distribution Platform – Beacon is BrightScope’s flagship sales intelligence platform, designed to help firms build, manage, and optimize distribution pipelines using real-time data on retirement plans, advisors, and consultants.
Client Targeting & Prospecting Tools – BrightScope’s targeting tools allow sales and distribution teams to identify and prioritize high-potential retirement plans, advisors, and consultants based on assets under management, growth indicators, and likelihood of change.
Sales Performance & Distribution Analytics – The platform integrates internal sales records, third-party sales files, and market intelligence to deliver actionable insights into market share, wholesaler productivity, territory effectiveness, and competitive positioning.
Advisor & Consultant Intelligence – BrightScope provides deep visibility into advisor and consultant networks, helping firms understand influence, decision-making authority, and relationship dynamics within retirement plans.
Custom Research & Data Solutions – BrightScope offers bespoke research, customized datasets, and tailored reporting solutions to support institutional clients’ strategic planning, sales execution, and distribution optimization goals.