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Provider Search & Screening

The process of objectively comparing different Service Providers can be a laborious task in just the efforts to obtain accurate and current data. RFP Director makes this easy by capturing data from each Service Provider and allowing you to easily compare over 260 data-points side by side.


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  • Screen Retirement Service Providers using our database of over 260 provider capabilities.
  • Customize screening criteria to fit any scenario
  • Save screening criteria templates for future use
  • Generate Provider Screening Reports to review with clients
  • Access Provider standardized marketing material and value propositions online.
  • Screen and Invite -- Go straight from screening to inviting selected Providers to your RFP