INVESTGRADE IQ

Owners

Goods & Services

Providing temporary use of non-downloadable cloud-based software for use by investment advisers to collect, store, manage, update, verify, and report on investment data; Providing an on-line network environment featuring technology that enables users to share data in the field of retirement plan management; Providing temporary use of on-line non-downloadable software for retirement planning; Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage retirement plan accounts; Providing an on-line network environment that features technology that enables users to share data; Providing a secure electronic online system featuring technology which allows users to collect, store, manage, update, verify, and report on investment data; Providing temporary use of non-downloadable cloud-based software for use in researching and reporting on investments, automating data aggregation from multiple sources, and facilitating communications between investment plan managers, recordkeepers, and advisors