Matched vs All Plans
When to use your personalized feed versus full search.
Use Matched for day-to-day prospecting. Use All Plans when you need a specific sponsor, EIN, or a filter combination that is not in your feed.
- Matched — personalized list based on Your Targets. Best default home for new work.
- All Plans — full Form 5500 search (name / describe) with filters for state, assets, participants, advisor presence, and more.
- Both open the same plan drawer: Enrich company → Find contacts → add to Pipeline.
Tip: ⌘K / Ctrl+K jumps to All Plans, Matched, Pipeline, Settings, and Your Targets without leaving the keyboard.