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RETIREMENT PLAN SUPPORT & ADVISOR SERVICES 401(k) Service
LEAFHOUSE
InvestGrade
investGrade™ is smart analytics controlled by the user in an interactive ecosystem. investGrade™ is a cloud-based solution that incorporates over a decade of investment research and technology development. This platform allows retirement plan service providers to aggregate data, provide data transparency, and help advisors operate their retirement plan business. The Advisor edition is a centralized retirement plan book-of-business analyzer that
captures every plan and its lineup across all recordkeepers, and automates their fund monitoring process at no cost. This tool aggregates all plans at recordkeepers quarterly, manages plan lineups by tracking and verifying fund changes, and reports on investments. Advisors access a performance dashboard that easily tracks the least and highest performing plans and funds, along with overall plan performance metrics in one place.
LeafHouse is an experienced, national discretionary investment manager and consultant for the retirement plan industry. LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, managed account programs and enterprise technology solutions. The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to modernize technologies, increase communication, and improve data insights in order for industry leaders to drive change tomorrow. LeafHouse has a vision to transform systems and build new paradigms to make people’s financial lives better.
145 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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