Enterprise Technology Solutions

LeafHouse GPA®

Institutional Investment Customization

  • Allows broker-dealers and advisory firms to offload their Backoffice 3(38) work via either subadvisor or fund fulfillment agreements

  • Downloads 27 million data points on over 100,000 different investments from multiple sources

  • Includes dozens of direct data feeds from national recordkeepers and global fund companies (i.e. American Funds and Franklin Templeton)

  • Disseminates fund peer to peer investment scoring across thousands of retirement plans and advisory relationships

  • Enables the FlexFiduciaryTM offering and true unrivaled customization which takes input from advisors, program partners, and/or plan sponsors

  • Preferred Fund Families

  • Active/Passive Investment Approach Preference

  • Expense Ration Target

Broker-Dealer and/or larger RIA looking to create their own 3(38) solution can partner with LeafHouse.

reallocateIT™

Personalization for the Everyday Investor

  • Technology that has upended the managed account space in the retirement plan industry

  • Delivers personalized portfolios up to 27 times per second

  • Able to reallocate approximately three million accounts per day automatically

  • No human interaction is needed

  • Can consume various industry managed account structures

  • Can support flexible capital market strategies

  • Can operate as a white label solution for brand conscious partners

  • Does not interrupt the advisor investment selection process

  • True digital API infrastructure cloud based solution

This is developed for Broker-Dealers, RIAs, Asset Managers, and/or Recordkeepers looking for managed account technology.

 

Contact LeafHouse today to learn more.

investGrade™

Data delivery and industry support

  • Cloud-based software solution that provides transparency to advisors, broker dealers, recordkeepers, and mutual fund companies

  • OCIO platform for advisors to easily manage their book of business

  • Provides a forward-facing user interface for the investGrade GPA fund scoring system

  • Can operate as a white label solution for brand conscious partners

  • Provides a supervisory platform for federally regulated financial services firms

  • Improves industry communication related to the private sector retirement industry

investGrade is made for:

  • Asset Managers searching for investment data transparency and higher levels of efficiency

  • Advisory Firms aiming to manage their retirement practice by aggregate their book-of-business, receive book of health performance, and access a fund measurement system

  • Recordkeepers focused on automating their business analytics to protect and drive new business growth

 

Take control of your data and contact LeafHouse today, or explore www.investGrade.com