Custodial Banks....

InvestorForce Collect® is an advanced data collection engine that automatically retrieves data, on a daily basis, from custodial banks and industry sources.  Its sophisticated normalization function allows data to be mapped to the correct accounts, aggregated at account and user-defined composite levels, and made available to the system's performance calculation engine. 

Benchmarks, Securities, Market Data....

InvestorForce Collect® also taps industry leading data sources to retrieve key benchmark, security and other market reference data.  All of this done automatically, with no interaction from our customers.  A single source for all of your plan and performance data.  No other system on the market can provide this valuable service and no other system provides a higher depth of coverage.

Investment Managers....

InvestorForce Collect® extends its reach to investment managers as well.  Managers can input their account-level performance data through a single, unified portal for all accounts and plans they support*.  No need to deal with cumbersome collection templates every period.  Or, manager's can implement system to system data uploads through our API to automate data reporting.  All Manager data will be fully incorporated into the InvestorForce Performance Reporting Network® and made available to our consultant clients for analysis and reporting.

Key Features:

• Automatic collection of position and transaction data from custodial banks
• Automatic mapping of data to proper accounts
• Full data aggregation by account and any composite levels defined by the user
• Automatic collection of industry benchmark and securities data
• Automatic application of performance calculations
• Collection of investment manager account-level performance and strategy level data for all accounts and plans via a unified web portal or system to system interface

With the InvestorForce Performance Reporting Network® and InvestorForce Collect®, data collection and aggregation chores are a thing of the past.  That means better service and more time with your clients.

 InvestorForce Collect® Brochure

  * Plans must subsribe to the InvestorForce Performance Reporting Network® either directly or through an investment consultant.