Public Plan IQ is moving onto the eVestment platform! This will bring you a number of new features and, for those of you who subscribe to other eVestment solutions, you now will be able to access all functionality from eVestment and Public Plan IQ through a single set of credentials.
We will be rolling out access to the new Public Plan IQ over the coming months. If you would like your firm to get early access, reach out today.
You can now use free text searches to search through the content of the documents as well as all tagged metadata. Build and refine your searches with live results. Add and remove filters one at a time for better search flexibility.
It will now be easier to find the documents most relevant to you. A simple read/unread flag will be shown on search results as well as a favorite indicator.
Even More Data
New profiles will display all the tagged metadata for each specific document. A new in-app document reader allows you to quickly skim through a document before downloading the file. And coming soon, on-demand fee reports.
FOR PUBLIC PLAN IQ.COM USERS
If you currently access Public Plan IQ from www.publicplaniq.com, as part of the upgrade process you will soon be receiving new eVestment login credentials and will access your Public Plan IQ subscription through eVestment.
Our support team will be reaching out to you with more information, including the date that your firm’s access will be switched. Please note that all of your saved searches, favorites, alerts and other information will be moved over as well. And don’t worry – none of the functionality you’ve grown familiar with will be removed!
Contact firstname.lastname@example.org if you have any specific questions.