Manage Your Entire Book-of-Business In One Free-to-Play Environment

Capture every plan and its lineup across all Recordkeepers and automate your fund monitoring process.

Create your FREE Advisor Account Today

A technology platform capable of aggregating all things data.

SMART ANALYTICS CONTROLLED BY YOU

Monitor Your Book

investGrade™ aggregates all your plans into one centralized portal and allows you to oversee each lineup with fund monitoring technology.

Investment review and Fund Research Tool

Aggregation of all your plans at every Recordkeeper

Fund data includes mutual funds, CITs, Separate Accounts, VA, etc.

Lower your business costs with the free-to-play version of investGrade™

Make informed investment decisions by comparing multiple funds at once.

Easily track the least and highest performing plans and funds, along with overall plan performance metrics, all in one place.

Receive insights into your investments with our GPA fund score lookup tool.




Compare Multiple Funds

Performance Dashboard

GPA Score Lookup Tool

SMART ANALYTICS CONTROLLED BY YOU

Monitor Your Book

investGrade™ aggregates all your plans into one centralized portal and allows you to oversee each lineup with fund monitoring technology.

Investment review. and fund research tool

Aggregation of all your plans at every recordkeeper

Fund data includes mutual funds, CITs, Separate Accounts, VA, etc.

Lower Your business costs with the free-to-play version of investGrade™

Compare Multiple Funds


Make informed investment decisions by comparing multiple funds at once.

Performance Dashboard


Easily track the least and highest performing plans and funds, along with overall plan performance metrics, all in one place.

GPA Score Lookup Tool


Receive insights into your investments with our GPA fund score lookup tool.

Performance Dashboard

investGrade™ creates an efficient and effective solution putting data to work for the benefit of advisors, employers, and their employees.

Using investGrade™ will help advisors streamline their practice while improving the future of the everyday American worker.

SMART ANALYTICS RAN BY YOU

Book-of-business retirement plan analyzer

Automatically identify problem plans and investments

Plan data aggregation by Recordkeeper, state, plan type, and much more

Ability to know your entire footprint with not only Recordkeepers, but also with mutual fund companies

SMART ANALYTICS CONTROLLED BY YOU

Performance Dashboard

investGrade™ creates an efficient and effective solution putting data to work for the benefit of advisors, employers, and their employees.

Using investGrade™ will help advisors streamline their practice while improving the future of the everyday American worker.

Book-of-business retirement plan analyzer

Automatically identify problem plans and investments

Plan data aggregation by Recordkeeper, state, plan type, and much more

Ability to know your entire footprint with not only Recordkeepers, but also with mutual fund companies

SMART ANALYTICS CONTROLLED BY YOU

Reports Available

Our automated quarterly and adhoc reports provide a detailed analysis of your fund lineup, giving you the information you need to make informed investment decisions.

InvestGrade will assign a GPA to each of your funds, providing a clear and consistent metric for understanding your fund's performance.

GPA Fund Analysis

With our reports, you’ll gain insights into your fund’s performance over time, helping you identify trends and patterns in your investments.

Insights into Fund Performance Over Time

Our reports provide a report card for each individual fund, highlighting the GPA metric and other key performance indicators.

Report Card Detailing GPA Metrics

Choose from our Free or Premium versions, depending
on the level of detail and analysis you need for your retirement plan.

Reports Available

SMART ANALYTICS CONTROLLED BY YOU

Reports Available

Our automated quarterly and adhoc reports provide a detailed analysis of your fund lineup, giving you the information you need to make informed investment decisions.

GPA Fund Analysis

investGrade will assign a GPA to each of your funds, providing a clear and consistent metric for understanding your fund's performance.

Insights into Fund Performance Over Time

With our reports, you’ll gain insights into your fund’s performance over time, helping you identify trends and patterns in your investments.

Report Card Detailing GPA Metrics

Our reports provide a report card for each individual fund, highlighting the GPA metric and other key performance indicators.

Reports Available

Choose from our Free or Premium versions, depending on the level of detail and analysis you need for your retirement plan.

SMART ANALYTICS CONTROLLED BY YOU

Plan Lineup Management

investGrade™ aggregates all your plans into one centralized portal and allows you to oversee each lineup with fund monitoring technology.

Here’s how we can help:

Our platform's Scheduled Reminders feature provides advisors with a centralized list of proposed plan lineup changes. With just a few clicks, advisors can document each proposed change and set a reminder for each plan they manage.

Scheduled Reminders

Our platform allows advisors to easily update each proposed change and commit it to the plan. This "effective action" feature streamlines the process of updating plans and eliminates the need for manual updates.

Update Proposed Changes

InvestGrade's Scheduled Reminders feature also enables advisors to update reminder dates for each plan they manage. This ensures that they never miss an important deadline and can stay on top of proposed changes.

Update Reminder Dates

In the event that a proposed change is no longer necessary or applicable, advisors can easily cancel the change through our platform. This eliminates the need for additional manual work and ensures that the plan lineup remains up-to-date.

Cancel Proposed Changes

SMART ANALYTICS CONTROLLED BY YOU

Plan Lineup Management

investGrade™ aggregates all your plans into one centralized portal and allows you to oversee each lineup with fund monitoring technology.

Our platform's Scheduled Reminders feature provides advisors with a centralized list of proposed plan lineup changes. With just a few clicks, advisors can document each proposed change and set a reminder for each plan they manage.

Scheduled Reminders

Our platform allows advisors to easily update each proposed change and commit it to the plan. This "effective action" feature streamlines the process of updating plans and eliminates the need for manual updates.

Update Proposed Changes

investGrade's Scheduled Reminders feature also enables advisors to update reminder dates for each plan they manage. This ensures that they never miss an important deadline and can stay on top of proposed changes.

Update Reminder Dates

Cancel Proposed Changes

In the event that a proposed change is no longer necessary or applicable, advisors can easily cancel the change through our platform. This eliminates the need for additional manual work and ensures that the plan lineup remains up-to-date.

SMART ANALYTICS CONTROLLED BY YOU

Calendar Scheduling

Managing funds gets simpler by keeping the most recent data accurate when you can easily make updates to your funds details and assets.

Schedule Fund Changes

Track Fund Changes

Verify Fund Changes

Our platform enables you to schedule fund changes for all of your plan lineups in one place, eliminating the need for manual updates and saving you time.

With our advanced tracking capabilities, you can easily monitor the progress of your fund changes and receive alerts when they are completed.

Our platform provides real-time verification of your fund changes, giving you peace of mind that your updates have been successfully implemented.

SMART ANALYTICS CONTROLLED BY YOU

Calendar Scheduling

Managing funds gets simpler by keeping the most recent data accurate when you can easily make updates to your funds details and assets.

Schedule Fund Changes

Our platform enables you to schedule fund changes for all of your plan lineups in one place, eliminating the need for manual updates and saving you time.

Track Fund Changes

With our advanced tracking capabilities, you can easily monitor the progress of your fund changes and receive alerts when they are completed.

Verify Fund Changes

Our platform provides real-time verification of your fund changes, giving you peace of mind that your updates have been successfully implemented.

Contact Us.

For general queries, including partnership opportunities,
please email investgrade@info.com

Get started by creating your FREE advisor account today

Or

Request a demo and experience the investGrade difference.

For general queries, including partnership opportunities,
please email investgrade@info.com

Or

Get started by creating your FREE advisor account today