Your next 401(k) client may already be showing signs they're ready to switch.
Traditional lead lists tell you which 401(k) plans already switched. OrdoNova reads the signals a plan shows before it changes advisor, recordkeeper or administrator, and shows why each one made the list.
Everyone else ships you last year's list.
If you're buying the same list as every other advisor in your territory, you already know how it goes. The plan switched a year and a half ago. Or its RFP is already underway and several advisors are already calling. Static exports of Form 5500 filings are history, not timing, so by the time a plan shows up in them, the opportunity is usually crowded. OrdoNova helps you see the signals earlier. The advisors who win aren't dialing faster. They're calling earlier.
- OLD DATATells you where a plan has been.
- LATE SIGNALSShows opportunity after competitors may already know.
- NO PRIORITYLeaves advisors deciding who to call first.
Early signals appear
A plan starts showing indicators before it looks for a new provider.
OrdoNova reads thisThe plan starts looking
Conversations begin. Few advisors know yet.
The RFP goes out
Several advisors are now calling the same plan.
It shows up in last year's list
The plan has switched. The list is catching up.
Old lists arrive here
Better data.
Better conversations.
Better places to start.
Explore OrdoNova →
Don't just see the switch probability, see why it's flagged.
A retirement plan rarely changes providers without leaving indicators first. OrdoNova doesn't rely on any single data point. It analyzes multiple indicators, weighs them against historical outcomes, and combines them into one switch-oriented score. That is the Pre-Switch Signal Stack, and it's what the Change Predictor reads. The individual signals stay protected on purpose.
The basics of the plan from its Form 5500: plan assets, number of participants and how the plan is set up. It also covers how the plan's fees and funding compare with similar plans, so you can see how large and how competitive the opportunity may be.
Who services the plan today: the trustee, custodian, recordkeeper and administrator named in the filing, plus any changes in those providers from one filing year to the next.
What has changed on the plan from one filing year to the next. Movement like this can show up before a plan starts looking for a new provider, which is why it is weighed alongside everything else.
Where the plan sits in the territory you are working: its distance from your ZIP code, how it ranks next to nearby plans, and how many plans around it are showing signals.
Additional plan-level information that is combined with the categories above. We keep these private so they can't be copied, but every score still shows the reasons behind it.
We listen to decision makers before they decide to switch.
Enter a ZIP code, a radius, or a whole state. OrdoNova prioritizes the plans in that territory based on their available signals, showing assets, distance, the phone number on file, and the reason each plan scored the way it did. It keeps watching, so when a plan in your territory makes its first move, you hear about it.
From contact to contract in a single layer.
One platform, four steps: start with Form 5500 data, identify the plans worth pursuing, start relevant conversations, and move qualified opportunities toward a meeting and a contract.
Find the right decision makers
Start with Form 5500 data. OrdoNova helps turn a massive plan universe into a focused list of prospects worth investigating, so you spend less time sorting data and more time talking to the right plans.
Send personalized messages
Turn plan intelligence into a reason to reach out. Use the signals and plan context to make your outreach more relevant instead of sending another generic prospecting email.
Get them excited to call you
Give your outreach a reason to get a response. Focus your conversations on plans showing meaningful signals and move qualified prospects toward a meeting.
Convert call to customer
Take the opportunity from conversation to proposal and contract. OrdoNova helps you prioritize where to spend your prospecting time so you can focus on opportunities that deserve attention.
Why this plan?
- Provider activity detected
- Plan structure reviewed
- Fees compared with peer plans
A better way to decide who to call first.
Work your territory with more context, and start with the plans that deserve a closer look.
- Choose your territory
- Review the signals
- Prioritize the plans
- Reach out to decision makers
- Start the conversation
Know the plan before you make the call.
Don't take our word for it. Try it yourself.
OrdoNova is built from historical Form 5500 data and evaluates plans using multiple signals. The goal is to make prospect prioritization explainable, measurable and useful. A prediction model should be judged on whether its scores hold up against what actually happened, so every score shows its reasons and you can test the ranking on your own territory. A ranked list is a tool for deciding where to spend your calls first.
Built from public retirement-plan filings.
Understand the reasons behind a plan's priority.
Move from research to outreach faster.
Run a search in your own ZIP code and see how OrdoNova ranks the plans and explains each score.
Everyone has the data. Some predict. We help you win clients.
Historical data tells you what happened, and many prospecting resources are built around it. OrdoNova adds a signal-based layer designed to help advisors prioritize plans that may be moving toward change. Here is how OrdoNova compares with other tools, based on publicly documented offerings.
| Capability | OrdoNova | Judy Diamond | Wealthbox | Larkspur / RiXtrema |
|---|---|---|---|---|
| Form 5500 data | Yes | Yes | Not native | Yes |
| 401(k) plan database | Yes — own database | 800K+ plans / published product counts | No dedicated plan database | 850K+ claimed |
| Advanced plan filtering | Own filters | 500+ fields | CRM filters | Yes |
| Provider information | Yes | Yes | Not native | Yes |
| Recordkeeper tracking | Yes | Yes | No native plan layer | Yes |
| Advisor tracking | Yes | Yes | No native plan layer | Yes |
| TPA tracking | Yes | Plan data / analysis | No native plan layer | Yes |
| Provider-change detection | Yes — core | Red Flags / precursors | No | Not publicly described as predictive |
| Historical provider changes | Yes | Historical plan data | No | History reports |
| Fixed scoring rules | Yes | Red Flags / scorecards | No | Plan ratings / analytics |
| ML prediction of future switch | No | Not publicly documented | No | Not publicly documented |
| Live switch signals | No | Not publicly documented as live switch feeds | No | Daily filing updates / analytics |
| Switch-signal count | 7 current signal types | Not published as a switch model | None | Not published |
| Predicts next provider change | Limited / historical | Precursor identification | No | Not publicly documented |
| Territory ranking | Possible to build | Search / filter | No | Search / filter |
| Decision-maker contacts | Separate system | Yes | CRM contacts | 1.2M+ executives claimed |
| Email / outreach | ActivePieces / separate | Marketing tools | Yes | Yes |
| CRM | Separate | Export / workflow | Core product | Higher-tier functionality |
| Plan benchmarking | Limited | Strong | No | Strong |
| Fee analysis | Limited | Yes | No | Yes |
| Explainable signals | Strong | Red Flags / talking points | CRM context | Plan reports |
| Confidence score | Yes — separate | Not same concept publicly | No | Not same concept |
| Outcome feedback / retraining | Not yet | Not publicly documented | No | Not publicly documented |
| Primary purpose | Provider-change intelligence | Plan prospecting / research | CRM / workflow | Plan prospecting + analytics + contacts |
Based on each vendor's publicly documented offering. "Claimed" and "vendor-reported" mean the figure comes from the vendor and has not been independently verified. Features and pricing change, so check each provider's current offering before you decide. Judy Diamond, Wealthbox, Larkspur and RiXtrema are trademarks of their respective owners; no affiliation or endorsement is implied.
Insights for
retirement-plan advisors
Frequently asked
questions.
Can't find what you need? Schedule a call
OrdoNova PlanSignal is an AI-powered prospecting platform for retirement-plan advisors. It has two main tools: the Report Card, which reviews any 401(k) plan from its public Form 5500 filing (fees against peers, red flags, providers), and the Change Predictor, which ranks plans in a territory by the likelihood of a provider change: trustee, custodian, recordkeeper or administrator.
You choose a ZIP code, radius or state. OrdoNova scores the plans in that territory using the Pre-Switch Signal Stack and returns a ranked list with the reason behind each score, so you can start with the plans that look most likely to move.
It is an indicator that tends to appear before a plan changes providers. OrdoNova combines multiple signals into one score instead of relying on any single one. We don't publish the individual signals, because every cue we print is one a competitor can copy.
It orders plans by how likely they are to change providers, based on their available signals, and shows the reasons behind each ranking. It ends in a decision: talking points for the plan and a ready outreach email. It reports likelihoods, not certainty, and it's best used to decide which plans to work first.
No. OrdoNova is prospecting software, not a lead agency. You run the searches, you own your list, and the software shows which plans look most likely to switch. You make the calls.
OrdoNova does not resell leads or share the lists you build with other advisors. The underlying Form 5500 filings are public, so exclusivity applies to your list and your work, not to the plans themselves.
Public U.S. Department of Labor EFAST2 Form 5500 filings, plus additional signals that are combined into each plan's score. Which signals, exactly, stays private. OrdoNova is not affiliated with the DOL.
Each plan receives a switch score that combines multiple signals, and every score shows the drivers behind it. You see why a plan was surfaced, not only that it was.
Pricing and free-trial details are available on the pricing page. You can also request a demo or book an interactive call before you decide.
Stop chasing less-qualified plans. Start calling the ones most likely to switch.
Give OrdoNova your territory. It helps prioritize the plans that may be moving toward a provider change, with the phone number on file, the score, and the reason each one made the list. You decide who to contact and how to pursue them.