Resources
Introduction to investGrade
InvestGrade™ is a comprehensive investment management platform tailored for financial advisors, offering advanced tools for fund research, portfolio customization, and performance monitoring.
investGrade streamlines the investment process, enabling advisors to deliver personalized, effective advice and optimize client outcomes efficiently.
Advisor Features Overview
Recordkeeper Features overview
Printable Resources
Intro to investGrade™ - How to Get Started
In this guide, we will explore the key features of investGrade, including account setup, performance dashboards, and advanced analytics tools.
Recordkeeper Overview
• Capture every plan and its lineup across all record keepers
• Automate your fund monitoring process
• Aggregate all your plans into one centralized portal to oversee each lineup with fund monitoring technology
• Lower your business costs with the free-to-use version
Advisor Checklist
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Get Support
Find documentation, instructions, and guides to using investGrade