For Consultants

Analyst-grade research for advisory teams — without the analyst headcount.

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Independent consultants, boutique advisory firms, and internal benefits teams use Calliope to deliver analyst-grade work without hiring analysts. Five years of filings. Thirty-one reasoning tools. Sourced, reproducible answers. Every time.

Who this is for

If your billable hours disappear into filing research, this is for you.

Consultants and advisory teams lose hours every week to manual filing research, benchmarking, and market comparison work. Calliope collapses that work into minutes — freeing your team to spend time on analysis, not retrieval.

Independent benefits consultants

Running your own practice, serving SMB and mid-market employers. Calliope gives you enterprise-grade data and benchmarking tools without the enterprise-grade data stack.

Boutique advisory firms

Small teams punching above your weight. Calliope is the research analyst you haven't hired yet — available 24/7, with perfect recall and full source citations.

Internal benefits teams

Heads of Benefits and Total Rewards running their own programs. Calliope gives you the market context to negotiate with vendors, advisors, and brokers as an informed buyer.

What consultants get

The research infrastructure of a large firm. Priced for individuals and small teams.

Client-ready benchmarking

Generate client reports in minutes with peer group benchmarking, fee analysis, and historical trend data — all sourced to specific filings.

Conversational research

CalliopeResearch answers complex questions in natural language: "What's driving the fee escalation for mid-market tech plans in California?"

Litigation-grade methodology

Calliope's fee benchmarking logic mirrors the approach now at issue in active ERISA fee litigation. Your recommendations are built on the same Schedule C reasoning plaintiffs' firms now use in fiduciary cases.

Export-ready output

Every answer formatted for client delivery: tables, charts, narrative summaries. Drop them straight into deliverables.

CalliopeResearch for consultants

Replace two days of analyst work with a thirty-second question.

CalliopeResearch is the research analyst you've always wanted — grounded in five years of filings, entity resolution, and full Schedule C transparency, with real-time web research layered on top. Every answer is sourced. Every calculation shows its work.

Explore CalliopeResearch
You
My client is a 1,200-life manufacturing company in Ohio. How do their recordkeeping fees compare to peer plans?
Calliope
Your client's recordkeeping fees sit at the 78th percentile for manufacturing plans in the 1,000–2,000 participant range. Benchmarked against 2,847 peer plans, per-participant costs fall well above the peer median — the kind of gap that's defensible ground for a fiduciary conversation. I've pulled the top five comparable plans and their Schedule C breakdowns if you'd like to include them in your client deck.

Your expertise is the judgment. Calliope is the research.

See how Calliope changes the economics of your practice. Bring one client scenario; we'll run it live.

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