According to a news release, the product streamlines and standardizes the process by which investment managers and consultants collect and communicate account-level performance data. The platform, which includes a centralized Web dashboard accessible by both institutional investment consultants and investment managers, provides managers with a single portal to submit account level performance data to consultants for all of their shared clients.
“InvestorForce COLLECT solves a problem in every manager-consultant relationship, which requires a unique, typically manual method for capturing and communicating collection status of this data,” said Blake McLaughlin, Vice President of Product Management at InvestorForce, in the news release.
The Wayne, Pennsylvania, company said the offering will be made available to investment managers at no cost.
More information is available at www.investorforce.com.