Powerful Retirement Business Intelligence
investGrade™ focuses on democratizing data to increase the free flow of information in the retirement plan industry. It incorporates unique features into one user friendly platform:
Fund Research Tool:
Explore funds and fund data via filters (including CITs)
Enter unlimited Ticker and SecId identifiers to track metrics
Create custom fund lists and comparison reports
Access fiduciary scoring
Retirement Plan Book of Business Analyzer:
Review lineups and plan data in one place
Opportunity to optimize distribution
Plan data aggregation by recordkeeper, location, and more
Business Intelligence
Collect competitive intelligence and data analytics
Track AUM and plans at recordkeepers
Monitor business opportunities and risks
Provides actionable data to Effectuate Change