An open exchange to promote data transparency and access.

Resources are more effectively spent when information is standardized and accessible. investGrade™ creates an efficient solution that puts data to work to benefit advisors, employers, and their employees.

Partner with investGrade™ to create a more transparent retirement plan industry.

Data Points

We are requesting a monthly data feed for fund data from DCIO partners.

Accepted Format:
Excel or CSV or a standard feed/file that is already built.

 IT/Data consultation call available upon request.