About

investGrade™


investGrade™ is a cloud-based solution reinventing investment research, automating data aggregation and creating an ecosystem for DCIO and Recordkeeping firms to directly communicate with Advisors—an open exchange and online marketplace for retirement plan data.


"investGrade™ focuses on democratizing data to increase the free flow of information in the retirement plan industry. investGrade™ creates a novel solution that puts data to work to benefit advisors, employers, and their employees. Increased adoption of the FIGI identifier will improve data transparency, leading to cost savings at the employee level. This will help everyday American workers improve their financial stability. By utilizing the FIGI identifier, investGrade™ is moving closer to providing access to accurate and timely data that is currently hidden behind a paywall. Free access to investment information will facilitate the realignment of resources, resulting in increased efficiency through automation. We support the OpenFIGI initiative as a means to achieve more complete, free, and open access to industry data..” Dale Homburg, Chief Technology Officer