
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.